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How to become an insurance agent? Ultimate guide

Friendly Agent

The movie tackles the lives of stockbrokers and also talks about the life of their partners, insurance agents. The world of insurance selling can be overwhelming. Among the first steps is to learn the responsibilities and preferences that agents must have. There are Property and Casualty, Life/health insurance, and more.

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Financial Planning ABCs and Adopting Sound Business Practices to Succeed as a New Insurance Agent

Word & Brown

When youre just starting out as an insurance agent, its not always obvious what your priorities should be. After you earn your license, pick your market niche, and set up your office, what else can you do to put yourself on a path to success. Consider these priorities: Review or create a personal financial plan.

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Medical Health Insurance Broker Can Simplify Your Choices

Smart Insurance Agents

A medical health insurance broker helps you choose the best health insurance plan tailored to your needs. Unlike agents tied to one insurer, brokers work with multiple companies to give you unbiased options. What is a medical health insurance broker?

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What Is a Health Insurance Broker – and What Does a Broker Do?

Word & Brown

A Health Insurance broker – sometimes called an insurance agent – is a licensed professional who works with individuals and businesses to help them shop for and compare insurance policies. Health Insurance, especially, is something people need, but may not really understand. Captive or Independent?

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Avoid Career Stagnation & Embrace Continuous Learning

Word & Brown

Every licensed insurance broker has a Continuing Education (CE) Credit requirement to maintain a resident license – and, in many cases, a non-resident license. Additional training hours are required for agents selling Long-Term Care Insurance or Annuities. For more information, visit the DOI website.

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Understanding the Agent, General Agency, and Carrier Relationship: A Guide for New Brokers

Word & Brown

Why Brokers Partner with a General Agency? Lets look at how an agent/GA relationship works and how a GA can work on your behalf in dealing with carriers and plan administrators. Weve been working with brokers since 1985 and were committed to providing you with Service of Unequalled Excellence before, during, and after the sale.

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The Roadmap to Success as a New Broker: 9 Priorities in Your First Year

Word & Brown

Obviously, your first priority is earning your license. Life and disability income insurance? Your license type depends on the answers to those questions. California offers more than 30 types of insurance license classes issued by the Producer Licensing Bureau in the Department of Insurance.

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