Sentences with phrase «expense life insurance sales»

Good training is essential for being successful with final expense life insurance sales.

Not exact matches

The two most common financial oversights entrepreneurs make are underestimating how many of their everyday expenses are being subsidized by their business — medical and life insurance premiums, club memberships, vehicles, travel and entertainment costs, etc. — and overestimating the amount of after - tax investment income that can be generated from the proceeds of the sale.

«Expenses are never the sole reason for selecting a mutual fund, but they are an important consideration when comparing funds that have similar attributes,» explains Chris van Mierlo, chief marketing officer and senior vice president of sales for Pacific Life Insurance Company's Retirement Solutions Division.

All sorts of income can potentially be tax - free, including: Auto rebates; child - support payments; combat pay; damages in lawsuits for physical injury; disability payments, if you paid the premiums for the policy; dividends on a life insurance policy, up to the total of premiums paid; Education Savings Account withdrawals used for qualifying expenses; gifts; Health Savings Account withdrawals used for qualifying payments; inheritances; life insurance proceeds; municipal bond interest; policy officer survivor payments; profits from the sale of a home, up to $ 250,000 if you're single or $ 500,000 if you're married; qualified Roth IRA and Roth 401 (k) withdrawals; scholarships and fellowship grants; Social Security benefits (between 15 percent and 100 percent are tax - free); veterans benefits; and workers» compensation.

As for the majority of term life insurance companies, having the right price point is important to maintain a competitive position in terms of sales but not at the expense of profitability.

Final expense insurance sales allow you to have a full control over your schedule, which many life insurance agents enjoy having.

Variety of Products — Royal Neighbors Life Insurance offers an impressive selection of products that include: term life, whole life, universal life, annuities and popular final expense policies that offer an immediate underwriting decision at the point of sLife Insurance offers an impressive selection of products that include: term life, whole life, universal life, annuities and popular final expense policies that offer an immediate underwriting decision at the point of slife, whole life, universal life, annuities and popular final expense policies that offer an immediate underwriting decision at the point of slife, universal life, annuities and popular final expense policies that offer an immediate underwriting decision at the point of slife, annuities and popular final expense policies that offer an immediate underwriting decision at the point of sale.

As of April 5, agents can use this new process for all Final Expense and Single Premium Life insurance sales through Oxford Life.

With so many high - quality insurance leads across home, life, final expense, small business, commercial, auto, and health lines of business — and with the ability to target leads by State or Zip code — it's no wonder more agents trust netQuote to help them achieve their sales goals.

Featuring sales tips and scripts from more than 35 experienced insurance agents selling Final Expense life insurance and Medicare Supplements, Portland, OR, January 23, 2017 — Consistently top - rated in Amazon reviews and recently featured in leading industry publications including LifeHealthPro...

Posted in estate taxes, final expense life insurance, insurance, life insurance, term insurance, universal life, whole life Tagged estate taxes, final expense life insurance, Fire sale, insurance, life insurance, term insurance, universal life, whole life

Assisting two sales executives with life insurance applications, maintaining salesmen training records and materials, maintaining executive calendar, expense accounts, web and email maintenance, and general office duties.

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation