Portals (Internet doorways to many other resources) |
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Financial Services Online: FSO is a portal with links to sites and other information of value to financial producers. You can also register for the most popular financial newsletter and e-zines on the Net. |
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MyAssureNet: A new insurance portal with over 50 calculators to help with anything from UL values to amortizations.
InvestMove: Enter a company symbol into a search form and obtain a customized page covering more than 30 major information categories about that specific company. |
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This Insurance Portal originated by worksite marketing gurus. They send a great daily email newsletter (complete stories). Very handy. |
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Quicken's site that consumers can make their browser's opening page. |
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LifeSeller.com "The Independent Broker's Network"
Providers (Providers I personally know and trust)
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Providers (Providers I personnally know and trust) |
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Capital Analysts Incorporated (CAI): a high tech and high touch broker/dealer specializing in the investment side needs of life insurance producers. Their standard: Excellence by Tradition, Service by Design.
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People (Individuals with something special to offer) |
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Errold F. Moody's comprehensive consumer information and protection site. USA Today- "This is a high-powered personal bookmark list that spans the spectrum of the truly useful." FORBES- "You'll find some great information."
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Publications (Sites with good articles, books and/or email subscriptions) |
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Broker World is the only national insurance magazine founded, focused and edited to specifically address the brokerage marketplace and the unique informational needs of independent life and health producers
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Diversified Solutions: Custom Training Development, Financial Services Publications and Career Assessment Tools, plus some "Free Stuff" you won't want to miss. . . for financial services professionals, sales organizations, and companies
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Insurance Letter - a great daily email newsletter (complete stories)
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Financial Services Journal Online
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The National Underwriter - if you don't mind reading things from two weeks ago or more, this is a great site for research
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Best's Review - an A. M. Best web site
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Financial Planning Interactive - the online site of Financial Planning magazine
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Maximize Your Inheritance for Widows, Widowers & Heirs (formerly Making the Money Last) helps people under pressure deal calmly with the unknown...and their fear of it. Result: they seek the good counsel and advice of the advisor who gives them this workbook and encouragement.
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Once Upon a Lifetime - a wonderfully compelling book of questions that help people record who they are. I think of it as a heritage maker. Give this gift to clients so you will be appreciated for your values and always remembered favorably.
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Associations (Financial and related) |
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FPA - Financial Planners Association: The membership organization for the financial planning community, created when the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) unified on January 1, 2000.
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IARFC - International Association of Registered Financial Consultants
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NAPFA - National Association of Personal Financial Advisors (fee only)
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NAIFA - National Association of Insurance and Financial Advisors (formerly NALU)
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A large group of associations have joined hands to form Americans for Long-Term Care Security. Their site is designed to promote understanding of LTC by the public, media and policymakers. Here are the acronyms of the better-known sponsors: IIAA, HIAA, ACLI, NALU, NAHU and PIA. e
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MDRT - Million Dollar Round Table
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On-Line Retailers (Your competition for consumer interest) |
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"QuickenInsurance, the Web's most complete personal insurance service. While you may have known us as Quicken InsureMarket, we're still the best place on the Web to satisfy all your insurance needs, receive and compare real-time quotes, obtain information, connect with agents, and purchase policies from the nation's leading insurance carri |
