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Insurance Claims Adjuster
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What is the Role of an Insurance Claims Adjuster?

Navigating the intricate landscape of insurance involves understanding the diverse roles that shape the industry. Among these, the position of an insurance claims adjuster is both pivotal and transformative. Whether you find yourself well-versed in the nuances of insurance or are just embarking on your journey in the field, it is imperative to understand a […]

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The History of Insurance Regulation

The History of Insurance Regulation

In the United States, the government plays a pivotal role in regulating the insurance industry. Federal and state governments have the responsibility to ensure fair practices, protecting consumers, and maintaining stability within the industry. However, the government was not always involved in the insurance business. Today we will discuss the long and intricate history of […]

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Property Insurance

The Ins and Outs of Property and Casualty Insurance

In the ever-evolving landscape of insurance, one area that demands meticulous attention and understanding is Property and Casualty Insurance. This branch of insurance is essential for both individuals and businesses, offering protection against various risks associated with property, liability, and legal responsibilities. In this article, we will unravel the intricacies of property and casualty insurance, […]

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CRM Tips

CRM Tips for Insurance Producers

As an insurance producer, staying ahead in a competitive market requires more than just industry knowledge and sales skills. In today’s digital age, effectively utilizing Customer Relationship Management (CRM) software can make all the difference in your business. CRM software can boost productivity, enhance customer interactions, and ultimately, drive higher sales. Here, we’ll reveal four […]

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Internet Sales

How the Internet is Reshaping Insurance Sales

In today’s fast-paced and interconnected world, the internet has become an indispensable tool for businesses across various industries. One sector that has significantly benefited from the digital revolution is the insurance industry. With its vast reach and ability to connect businesses with consumers, the internet has revolutionized insurance sales, transforming the way policies are marketed, […]

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Nursing Home, Long Term Care Partnership Program

The LTC Partnership Program: Why it’s Important

Long-term care (LTC) plays a crucial role in our lives and the lives of our loved ones as we age. LTC provides support and assistance to individuals who require help with daily activities due to illness, disability, or advanced age. The LTC Partnership Program was established in response to the rising need for affordable and […]

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IAR CE – Investment Adviser Representative

IAR CE – Investment Adviser Representative

Effective January 1, 2022, IAR’s in adopted states are subject to new CE requirements. The North American Securities Administrators Association (NASAA) announced on November 30, 2020 the adoption of a Model Rule that NASAA members can follow in order to implement Continuing Education Programs for investment adviser representative (IAR CE) in their jurisdiction. The model […]

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New NY CE Requirements: Law, Ethics & Diversity

New NY CE Requirements: Law, Ethics & Diversity

Licensed Insurance agents need to be on the lookout for new NY CE requirements beginning in April of 2022. The New York Department of Financial Services is putting Diversity, Equity and Inclusion (DEI) at the center of their priorities for 2022 and beyond. In March of 2021 the Superintendent of Financial Services, Linda Lacewell, issued […]

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New: Regulation Best Interest Standard
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New: Regulation Best Interest Standard

Update: The new Regulation Best Interest Standard is going into effect in new states across the nation. South Carolina and Pennsylvania are the most recent states to adopt the new Best Interest Standard. Effective May 27,2022 in South Carolina and June 20, 2022 in Pennsylvania advisors must now complete a new Regulation Best Interest training […]

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