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Pro Tips for getting insurance Carrier Appointment for a new agency

Friendly Agent

So you have taken your insurance exam and got a license to sell insurance. Now, you want to start selling insurance? Before you do, you need to get an insurance carrier appointment. What is an insurance carrier appointment? How to get a direct insurance carrier appointment as a new agent?

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How to Choose the Right Final Expense FMO

Redbird Agents

A Final Expense FMO is essentially a wholesaler in the insurance industry. They act as intermediaries between insurance carriers and independent agents, helping agents get contracted with top final expense insurance companies like Mutual of Omaha, Royal Neighbors, Transamerica, and others. What Is a Final Expense FMO?

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Guide to Preparing Your Medicare Book of Business for Sale

Redbird Agents

Standardize Procedures: Document every process within your agency, from client onboarding to policy renewals. Cross-Selling Opportunities: Offer related products such as life insurance, annuities , or final expense insurance. A CRM helps track client interactions and policy renewals, ensuring smoother operations.

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A Review of Choice Mutual’s Final Expense Insurance App  

Redbird Agents

When it comes to buying insurance of any type, there are a myriad of choices and variables you must wade through to find the policy that works best for you. That’s no different when it comes to final expense insurance, with dozens of options major insurers offer.

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The Ultimate Guide for Insurance Agents: How to Build a Profitable Final Expense Business

Final Expense Brokerage

Key products to consider include: Whole Life Insurance : A staple for final expense agents, it provides lifelong coverage at affordable premiums. Term Life Insurance : While less common for final expenses, some clients may prefer a term policy for its lower initial costs.

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How to Not Suck at Being an Insurance Agent

Redbird Agents

I spoken with thousands of insurance agents, many of whom are venturing out on their own for the first time. They’ve been misled by friends claiming that selling insurance policies as an independent insurance agent is straightforward and profitable. Frequently Asked Questions What type of insurance should I sell?

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How to become an insurance agent? Ultimate guide

Friendly Agent

Deciding which product to sell On your way to becoming the full-fledged insurance agent, among the things you will have to do is to decide which products you will sell. You may find various types of personal insurance and commercial insurance policies. There are Property and Casualty, Life/health insurance, and more.