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... there is no need to go on a particular day or wait months to take the exams. And with the PLATO system, agents can get the results of their exams immediately. Although the NASD administers both the state and federal qualification examinations, it does not offer training courses or study materials. It will, however, provide an outline of the topics covered in the exams and the relative importance of each. The NASD also supplies a list of reference materials. Applicants can continue taking the exams until they pass them. An ... The creation of a diversified portfolio with several quality stocks would take more investment capital than most people can afford. A mutual fund lets the investor diversify without spending too much money. The purchaser of mutual fund shares buys a truly diversified portfolio, selected by a trained specialist operating within the parameters set forth in the prospectus. Some experts have advised that unless you have $100,000 to invest, you should stick with a mutual fund. Some funds hold over 1,000 different stocks and most have at least 100. ... Investors in mutual funds will have easy and quick access to their money. Many funds offer check-writing privileges and let investors switch funds at will. The open-ended fund will redeem shares at any time and will pay the net asset value of the shares. ADAPTABILITY Investors can use the flexibility and convenience of mutual funds to their advantage. As their investment objectives change, they can select a different fund with an investment portfolio that more closely matches their new goals. Changing economic conditions might also prompt a change in someone's portfolio. Mutual funds ...

... examinations, it does not offer training courses or study materials. It will,...t also be a charge for accounting fees and marketing costs, whic

... agency is always glad to hear from them. Listening Skills In telephone work, listening is every bit as important as speaking. It is estimated that we spend about 45% to 55% of our time listening. However, few of us ever receive any formal training in listening skills. There are many factors which will affect your ability to listen while on the telephone. Perhaps you have a cold or a headache. Is your desk in a high-traffic area? Are you too close to co-workers' desks or the computer printer ... essential. Refer the caller to someone else when you can. Sell' the person on talking to a substitute. The following responses are recommended: Mr. Brown is unavailable, but his assistant, Mr. Jones, can speak with you; ' or Our specialist, Miss Smith, can help you. Level III screens are difficult to enforce, but the protection and priority of management time depends on your telephone ability. To review, there are three levels of screening. Level I centers on the identification of the caller's need ... Level II focuses on identifying the caller, and Level III centers on determining the priority of the call. Screening takes the skill to sell the qualities of other agency staff members to callers. It involves educating customers and preparing co-workers when the call is put through. Remember to offer callers options when individuals they are trying to reach are unavailable. You are truly an island of communication' in your agency. As with any island, the options are few-sink or float. Reprinted with permission from Professional Insurance Agents. Login or Register ...

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