Friday, July 10, 2015

Getting Started in Financial Services

You can get an insurance license in 3 days.  3 days!  Then what?  That's when the real learning begins.

In the beginning we would go online and consume as much information as we could.  Much of it was consumer based.  What do consumers like about this product of insurance?  Why does it work?  Why should they work with me?  We dug in and figured out way more than a typical insurance agent would.

We ended being licensed in about 45 states.  On a good day we might do 5 - 10 insurance cases.  We didn't know that was special.  The problem, if you want to call it that, was we weren't meeting our clients face to face.  It was all over the phone,  This was before e-applications so we took our applications down on paper.  We would then fax or snail mail them to the clients.  We needed original signatures on most everything then.  We didn't know it was a challenge.  We just embraced and plowed forward.

Our clients found us usually after speaking with their local insurance agent and were skeptical of what they heard.  Their skepticism was founded.  They sought better advice and they found it in us.

Enjoy our video.....