The Insurance Policy for Your Insurance Business | KazSource

The Insurance Policy for Your Insurance Business

Diversification of products, standing out, and creating unique content are all ways to insure your insurance business.   What do health insurance agents, benefit advisors, and property and casualty (P&C) agents all have in common? They are all working in industries that are being disrupted at a rapid pace. From government regulations to tech companies, various factors are…

9 Common Mistakes We See Professionals Making

9 Common Mistakes We See in Insurance Planning for Business Professionals

All clients have unique circumstances and needs. This creates confusion during the insurance planning process. Through the many conversations we have had, we have identified 9 common mistakes that business professionals make with the implementation of insurance strategies.   1. Failure to review buy/sell agreements when insurance planning A business owner has done all the planning and completed a…

Light bulb - Great Idea

3 Great Ideas To Boost Sales

Looking for some ideas to increase sales? Take a look below. Or click on the image to the right. Income Tax Mitigation (IRA Max) Today, less people have an estate tax problem then 5+ years ago People have an income tax problem today – that is their pain There are large qualified plans ready to…

But What If…

It often seems like everyone you meet wants something. They want to make a sale, they want you to do something, they want and want. But what if… They just want something good for you? Is that possible? We all want something. In the world of insurance, agents want to sell life insurance. You’re cautious,…