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A life insurance agent and a broker collaborating
Insurance
Shelden Smollan

Life Insurance Broker VS Agent

Difference Between Insurance Broker and Agent Both insurance agents and brokers act as middlemen between insurance buyers and the companies that offer it. However, insurance brokers typically represent multiple insurance companies to find the best coverage and compare policies for their clients. While agents represent just one insurance company and sell only that company’s policies When you’re looking for insurance coverage for yourself and your family, it’s important to find a professional in the insurance

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CRM login page
Insurance
Shelden Smollan

CRM for Insurance Agents: A Quick Overview

How to Choose the Best CRM for Insurance Agents CRM software helps insurance brokers sell more and better in the digital age. It is not optional but necessary. But what is CRM for insurance agents, and why do insurance companies need it? CRM means customer relationship management. It is a computer tool that helps insurance companies know their customers better. Insurance CRM tools can make insurance salespeople more successful, happy, and efficient. This article looks

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Woman working on her laptop and writing notes
Insurance
Shelden Smollan

What is an Independent Marketing Organization (IMO)?

The insurance business is a complex and dynamic industry. As an independent insurance agent, it’s crucial to align yourself with top insurance companies and insurance marketing organizations to ensure you’re offering the best insurance products to your clients.  Experior Financial Group: Empowering Independent Insurance Agents through Premier Training, Support, and Opportunities Life insurance, in particular, is an essential product that every insurance agency should have in their portfolio. It provides much-needed financial security for families

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the words debt free written on a note on a desk
Insurance
Marketing Experior

Debt Snowball

What Is The Debt Snowball Method And How Does It Work? Do you want to pay off debt and become debt free but you lose motivation quickly as it does not seem like you are getting any closer to the finish line? The debt snowball method may be the key for eliminating your debt. The idea of this method is to start with a small snowball and build it up creating a large snowball by

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Independent agent looking at busy city street
Insurance
Marketing Experior

Independent Agent Careers

What is an Independent Agent? An independent insurance agent acts as a go-between for you and several insurance companies so that you can get the coverage you need. If an insurance agent sells policies from more than one insurance company, they are considered independent. If they are only allowed to sell policies from one insurance company, they are not independent. The independent agent acts as a middleman between people who want to buy or sell insurance.

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Start Them Early on the Pathway
Financial Library
Marketing Experior

Ten easy ways to teach your children about money!

Teaching children about money doesn’t have to be complicated.  Here are 10 simple ways to teach your children about money! Show your children coins and bills.  Let them see, feel and hold it.  Talk about the shape, colour and the images on the money.  Explain the sizes and values.  In Canada, this can be particularly fun for kids.  Try rolling a new loonie. Compare that to how the toonie rolls. Ask them questions…Which do you

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Personal financial needs analysis process to achieve
Financial Library
Marketing Experior

Meeting with an Experior Financial Advisor? Here’s what to expect

What should you expect when meeting for the first time with an Experior Financial Advisor? Our Financial Advisors are Licensed.  This means they have studied, trained, tested and become licensed in order to be able to assist you in creating a financial pathway that works for you. When you meet with your Advisor for the first time, he or she will discuss with you, your unique financial situation and gather information that will help to

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Blended health spending accounts explained
Financial Library
Marketing Experior

What is an Employee Health Spending Account?

What is a Health Spending account and how they benefit both you and your amazing employees! A Health Spending Account or HSA is an employee benefits account that is flexible and offers many unique features that often just aren’t available with the common employee benefits plans. If you haven’t heard about them, you are not alone. Let us walk you through the great features a Health Spending Account can offer your employees.  This is a

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