Is your client confused on what policy to look at? Use this quick method to have your client quickly pick the product that is best for them. After this video, do not forget to go to www.lisacademy.com for more information on how we can help you become a better life agent!
The Financial Services Authority (FSA) has banned insurance broker David Marriott for persistent misuse of client money after using clients’ funds to support his businesses and finance bonuses, salary increases and new cars. The FSA said it took action against Mr Marriott, former chief executive of two insurance intermediaries Target…
Marsh has appointed Ann Collins to the newly created role of Client Service Director of its insurance broking operations on the Isle of Man. Based in Marsh’s Douglas office, Ms Collins assumes responsibility for client development and customer servicing among the firm’s client base, which includes leading businesses from the…
The life events have an impact on the behavior of insurance consumers. Insurers to capture these moments to take stock of current contracts. A number of events, including family-related , promote contact between the client and the insurer. These are key moments anniversary, birth of a child , a move,…
