Financial Donuts is going to get dunked with an insurance topping this month as I need to review the topic as much as I can. I will start selling Blue Shield, Anthem Blue Cross Health Insurance, and possibly Life Insurance products through a broker soon. So I will definitely need to know my products well.
A brief recap about me this past year, I got licensed in Life & Health Insurance beginning this year. I was working at an insurance company that limited me to sell only their products (which I really disliked). So I left that company to focus more on studying financial planning. Coincidentally, once of the classes of the Financial Planning program was Insurance. I took it this summer, and learned a more client-side approach to providing life and health insurance rather than trying to "force" life insurance down people's throats. We tackled many life issues that people go through, and discussed ways of solving those problems with insurance. I got an "A" in the class and now feel very confident in providing sound advice for people concerning insurance.
Just recently I was given the opportunity to sell once again, but this time with more options for my clients. I sincerely believe in finding the best deal for my client rather than finding the most appropriate deal in the interests of my company. People over profits is my altruistic belief!
So I took this opportunity once I was given it, but now I have to review the information I learned earlier this year and this past summer to be the knowledgeable insurance consultant for people.
Hopefully you might learn a thing or two about insurance for your own knowledge. I'll lead in to the topic with our first assignment in the class which was called, "Insurance is a SCAM!" Its a common connotation people have of insurance, but really insurance has helped so many people prevent major financial catastrophe.
I'll get in to it more with my next post. Stay tuned!
No comments:
Post a Comment