Besides considering whether you, as a financial adviser, have the right technical skills, charge fair fees and put their interests first, potential clients look for an emotional connection with their financial advisers.
China Life Insurance Co and Tokio Marine Newa Insurance Co have recently formed a partnership to cross-sell their insurance products.
Why is it important to have health insurance coverage?
For the average customer, insurance is complicated and confusing. In most cases, your potential client is not familiar with the types of insurance available and how to identify the ones most appropriate for them.
In the short span of about two years, the pandemic has changed how advisers interact with their clients. Agencies have adapted, to conform to prevailing social distancing regulations and to match changing customer habits.
Once you have sold a policy to a client, you can start relying on premium renewals for revenue. But how do you even get to that stage? Whether you are working on expanding your clientele or are a newbie, looking for ways to get new clients is a constant priority. Here are five ways you can go about doing so.
Successfully closing sales is what gets insurance agents their income. But what are the better ways to close a sale? It varies from person to person and depends on what works best for each individual.
The best way to steer your agency towards success is to set some meaningful goals. Much research shows that goals improve employee performance and increase motivation. But how do you go about tackling this daunting task of goal-setting?
AIA announced on 22 February the launch of its AIA One Billion campaign with the goal to enthuse 1bn people to focus on improving mental health, physical health, environmental health and financial inclusion by 2030.
In the third of a series of surveys conducted by Manulife to look into the concerns, priorities and aspirations of people living across Asia, nearly half of the respondents have accepted that COVID-19 is here to stay for another year or more and have changed their health, digital, and financial habits to match the new normal, even as concerns about their income and overall wellbeing persist.
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