Insurance Finance

Frederick J. Fisher's "Claims-Made Insurance: The Policy That Changed the Industry" is an indispensable guide for insurance professionals navigating claims-made policies. This comprehensive book explores the evolution and critical aspects of these policies that have transformed the insurance landscape.

Highly recommended by Dr. Robert Hartwig, President of the Insurance Information Institute, and Michael Gerber, author of the E-Myth books, this audiobook provides a complete system to develop, manage, and grow a successful insurance business. It contains everything you need including a personality assessment to determine if this business is right for you, licensing guidelines, a business plan, employee contracts, an employee handbook, business forms, and more.

In this book, you’ll discover everything you need to know to thrive in the world of final expense insurance telesales. Perfect for those with a strong work ethic and a desire for growth, this guide offers a step-by-step approach to mastering selling final expense remotely.

Creating a captive insurance company may sound daunting, but with Mr. Strauss's guidance you can navigate the legal maze and utilize this valuable strategy with ease. Don’t miss out on crucial out-of-pocket savings and create more liquidity in a more tax-efficient manner. Take steps today and reap the benefits of captive insurance!

Whether you're a brand-new agent or a seasoned pro stuck in a rut, Six-Figure Insurance Broker is your roadmap to financial freedom through the insurance industry. Learn how to go from getting licensed to building a powerful book of business, mastering sales calls, crushing objections, and closing with confidence.

Are you overwhelmed by the complexities of insurance? Are you overpaying for your insurance? Do terms like coinsurance, deductible, rider, Medicare, life insurance, and liability coverage leave you confused and uncertain? How to Make Insurance Work for You: A Personal Finance Guide is here to boost your insurance literacy and demystify the insurance world, providing you with the knowledge and tools you need to protect your health, assets, and loved ones.

Unassuming but formidable, American maritime insurers used their position at the pinnacle of global trade to shape the new nation. The international information they gathered and the capital they generated enabled them to play central roles in state building and economic development.

In this follow-up book, Look Before Your LIRP, he makes the case that, while a variety of LIRPs may help get you to the 0% tax bracket, not all will do so with the same efficiency or effectiveness. In fact, finding the right LIRP for your tax-free retirement plan can be just like finding the ideal spouse. Just as you likely had a list of qualities you were looking for in a life-long partner, you should have certain attributes and provisions in mind when looking for the ideal LIRP.

Concepts explained in this audiobook include: what constitutes a compensable injury, who are general contractors responsible for insuring, second injury funds, the borrowed servant doctrine, employers' liability coverage, when additional states must be added to the policy, audits, and a detailed description of how to interpret experience modification factors. The appendices combine to provide a synopsis of specific work comp laws and injury reporting requirements for every state.

Yet what training has prepared you to run a business? E-Myth Real Insurance Store fills this knowledge gap, giving you a complete toolkit for either starting a successful business from scratch or maximizing an existing business’ performance. Loaded with practical, powerful advice you can easily use, this one-stop guide helps you realize all the benefits that come with a thriving insurance business.

In 10 Costly Medicare Mistakes You Can't Afford to Make, expert Danielle K. Roberts—co-founder of Boomer Benefits—shares the most common pitfalls people face when navigating Medicare and shows you how to avoid them. Whether you’re approaching age 65, retiring after 65, helping a loved one, or simply unsure about Medigap vs. Medicare Advantage, this audiobook gives you the clarity you need.

From the nuts and bolts of managing money to the deep psychological and even spiritual meaning it has in our lives, this personal-finance audiobook shows everyone, even complete novices, how to take control of their money.

In Indexed Universal Life Insurance In Action, Sherida L. Stevens demystifies one of personal finance's most versatile and underutilized tools. Whether you're aiming to safeguard your family’s future, build a tax-advantaged retirement, or create generational wealth, this guide will walk you through much of what you need to know about Indexed Universal Life (IUL) insurance.

Medicare Essentials: Your Comprehensive Guide to Navigating Medicare with Confidence Are you ready to take control of your healthcare decisions? With Medicare’s complex rules and ever-changing landscape, making the right choices can feel overwhelming. The Medicare Essentials Book is here to simplify the process and empower you to confidently understand your coverage options. What You'll Learn: Medicare Parts A, B, C, and D Demystified: Gain a clear understanding of each Medicare part, including hospital, medical, and prescription drug coverage. Enrollment Periods and Deadlines: Never miss...

Change is coming to insurance. The tradition-bound P&C industry is on the cusp of the most radical change since the invention of the automobile. And leaders are unprepared for the size, scale, and speed of what's to come from the wave of millennials, new technology, and venture capital funding coming our way. Insurance has been largely immune to upheavals for reasons that startups do not comprehend. But this time is truly different. Forces have been unleashed that will upend the industry sooner than you think.

We are living in an era where healthcare costs escalate annually, income is unstable, and risks do not knock before arriving. In this context, life insurance - once seen as a mandatory expense - is gradually revealing a completely different role: a smart, proactive, and deeply humane financial protection strategy. The book you are holding is not a technical document. It is a wake-up call. It is a map. It is a tap on the shoulder reminding you that: if you don't plan to protect yourself and those you love, who will do it for you? Inspired by the wave of self-sufficiency in corporate ...

Selling insurance can be a lucrative career, but few people really make it. Jessi Park is one of them. In just four years, she went from scraping by on unemployment to a top sales agent to opening her own agency. But her journey to success wasn't an easy one. If you're looking for a truthful guide to the industry, you've found it. This book honestly explains how she got to the top and all of the lessons that she's learned along the way.

Dive into the wave of the future with our exhilarating new eBook, "Finance and AI"! This groundbreaking book offers a comprehensive exploration of two of the most dominant trends in the modern world - finance and artificial intelligence. Seamlessly crafted for enthusiasts and professionals alike, it is set to open your eyes to the shocking convergence of these two seemingly disparate industries. Set out in easy-to-digest chapters, "Finance and AI" kickstarts you into your journey with a captivating introduction to financial technology and the emergence of AI in finance. It unveils how these...

Are you thinking about getting into the insurance business? Already in it and need a refresher? Struggling to grow and find ways to sell on value? Having a hard time marketing or growing?

This revised version by Michael Bonilla, former insurance agency owner and broker, has packed this edition full of relevant information facing new and existing agents.

This book will teach you how to set up a banking policy and how to use the banking policy to invest in real estate.