Success CE Blog
- Essential Tips for Recruiting New Insurance Agents
- Stock Market Trends for 2024: What to Know
- Hiring Tips for 2024: Attracting and Retaining Top Talent
- Tips for Selling Insurance in an Election Year
- 5 Tips for a New Insurance Agent
- How AI is Transforming The Insurance Industry
- Emerging Insurance Trends in 2024
- Is the End of the Year a Good Time to Sell Life Insurance?
- 5 Reasons to become a Certified Financial Planner
- What is the Role of an Insurance Claims Adjuster?
- The History of Insurance Regulation
- What You Need to Know to Kickstart Your Insurance Career
- The Ins and Outs of Property and Casualty Insurance
- Embracing Change: Life Insurance Trends in 2023
- Annuities: A Comprehensive Guide to an Important Financial Tool
- CRM Tips for Insurance Producers
- How the Internet is Reshaping Insurance Sales
- The LTC Partnership Program: Why it’s Important
- Open New Doors with a CPA Designation in 2023
- 5 Reasons to get your Insurance License in 2023
- Selling Annuities: The Key to Unlocking Success
- IAR CE – Investment Adviser Representative
- New NY CE Requirements: Law, Ethics & Diversity
- New: Regulation Best Interest Standard
-
Essential Tips for Recruiting New Insurance Agents
Recruiting new insurance agents is a critical component of growing a successful insurance agency. Finding candidates who not only have the necessary skills and qualifications but also understand the unique aspects of the insurance industry can be challenging. To help you streamline your recruiting process and attract top talent, here are some specific tips tailored…
-
Hiring Tips for 2024: Attracting and Retaining Top Talent
In 2024, the insurance industry continues to be highly competitive when it comes to attracting and retaining top talent. The shifting landscape, particularly in the wake of the COVID-19 pandemic, has accelerated trends such as remote work, digitization, and the emphasis on a company’s culture and values. Here are some essential hiring tips tailored for…
-
Tips for Selling Insurance in an Election Year
Election years can bring about unique challenges and opportunities for insurance professionals as the political landscape evolves. Successfully selling insurance during this period requires a strategic approach that considers the uncertainties and changes that may arise. Here are some valuable tips to navigate the complexities and make the most out of selling insurance in an…
-
5 Tips for a New Insurance Agent
Starting a career as an insurance agent can be both exciting and challenging. Whether you’re new to the industry or transitioning from another field, here are five valuable tips to help you kickstart your journey as a successful insurance professional. 1. Invest in Continuous Learning The insurance industry is dynamic and ever-evolving. To stay ahead…
-
How AI is Transforming The Insurance Industry
In recent years, the insurance industry has undergone a profound transformation, thanks to the advent of Artificial Intelligence (AI). As an insurance professional, understanding the implications of AI is crucial in staying ahead in this dynamic landscape. In this blog, we’ll explore the various ways AI is influencing and reshaping the insurance sector. Enhanced Customer…
-
Emerging Insurance Trends in 2024
In the ever-evolving landscape of the insurance industry, staying ahead of the curve is essential for professionals and newcomers alike. As we step into 2024, several trends are shaping the future of insurance. Here we will explore these emerging dynamics that are impacting the industry. Technological Advancements Technology continues to be a driving force in…
-
Is the End of the Year a Good Time to Sell Life Insurance?
As the year winds down, insurance professionals have a golden opportunity to strategically sell life insurance. Here we will explore the significance of your client’s year-end reflections and financial planning. We’ll also explore how the end of the year is the optimal time to discuss and sell life insurance solutions. Year-End Reflections and Financial Assessments…
-
5 Reasons to become a Certified Financial Planner
Becoming a Certified Financial Planner (CFP) is a significant step in one’s career within the financial services industry. Whether you’re a seasoned professional in the insurance business or someone just starting out, obtaining CFP certification can open up new avenues for personal and professional growth. The designation is not only a testament to your commitment…
-
What is the Role of an Insurance Claims Adjuster?
Navigating the intricate landscape of insurance involves understanding the diverse roles that shape the industry. Among these, the position of an insurance claims adjuster is both pivotal and transformative. Whether you find yourself well-versed in the nuances of insurance or are just embarking on your journey in the field, it is imperative to understand a…
-
The History of Insurance Regulation
In the United States, the government plays a pivotal role in regulating the insurance industry. Federal and state governments have the responsibility to ensure fair practices, protecting consumers, and maintaining stability within the industry. However, the government was not always involved in the insurance business. Today we will discuss the long and intricate history of…
-
What You Need to Know to Kickstart Your Insurance Career
If you’re considering a career in insurance sales, you’re on the right track to a rewarding profession. However, before you can hit the ground running, you’ll need to navigate the intricate path of licensing requirements. In this guide, we’ll walk you through the essential steps, key skills, and specific state requirements you need to fulfill…
-
The Ins and Outs of Property and Casualty Insurance
In the ever-evolving landscape of insurance, one area that demands meticulous attention and understanding is Property and Casualty Insurance. This branch of insurance is essential for both individuals and businesses, offering protection against various risks associated with property, liability, and legal responsibilities. In this article, we will unravel the intricacies of property and casualty insurance,…
-
Embracing Change: Life Insurance Trends in 2023
In an ever-changing world, the life insurance industry is not immune to evolving trends. As we navigate through 2023, several notable shifts have emerged, reshaping the way individuals and families approach life insurance. From innovative technologies to changing customer expectations, this article explores the key life insurance trends in 2023 defining the industry landscape this…
-
Annuities: A Comprehensive Guide to an Important Financial Tool
Annuity Advantages Annuities play a pivotal role in modern financial planning, offering a multitude of advantages over other types of investments. Foremost, they provide a foundation of income security during retirement that allows retirees to maintain their lifestyle and cover essential expenses without the concern of outliving their savings. Beyond this, annuities offer a powerful…
-
CRM Tips for Insurance Producers
As an insurance producer, staying ahead in a competitive market requires more than just industry knowledge and sales skills. In today’s digital age, effectively utilizing Customer Relationship Management (CRM) software can make all the difference in your business. CRM software can boost productivity, enhance customer interactions, and ultimately, drive higher sales. Here, we’ll reveal four…
-
How the Internet is Reshaping Insurance Sales
In today’s fast-paced and interconnected world, the internet has become an indispensable tool for businesses across various industries. One sector that has significantly benefited from the digital revolution is the insurance industry. With its vast reach and ability to connect businesses with consumers, the internet has revolutionized insurance sales, transforming the way policies are marketed,…
-
The LTC Partnership Program: Why it’s Important
Long-term care (LTC) plays a crucial role in our lives and the lives of our loved ones as we age. LTC provides support and assistance to individuals who require help with daily activities due to illness, disability, or advanced age. The LTC Partnership Program was established in response to the rising need for affordable and…
-
Open New Doors with a CPA Designation in 2023
Why get a CPA Designation? In the fast-paced world of finance, trust and credibility are crucial factors that can make or break professional relationships. For those considering a career in accounting or finance, obtaining a Certified Public Accountant (CPA) designation can be a game-changer. The CPA designation not only signifies a high level of expertise…
-
Selling Annuities: The Key to Unlocking Success
There are many benefits to selling annuities in today’s insurance landscape. As an insurance professional, your goal is to provide financial security and peace of mind to your clients. While you may already offer a variety of insurance products, one area worth exploring is the sale of annuities. Annuities offer a host of benefits that…
-
Stock Market Trends for 2024: What to Know
The stock market is a dynamic and ever-changing landscape that can significantly impact the insurance industry. Understanding the prevailing trends and factors driving the stock market in 2024 is crucial for insurance professionals to make informed decisions and strategies. In this article, we will delve into the key stock market trends for 2024 and their…