Search CompleteMarkets

Enter one or more keywords to search.

Wildcards - "*" and "?" are supported.

Search results for: Financial-Services
Results per page: Category:
22 results found
https://completemarkets.com/pages/Discussion/dboard/HlHqEczeLkiiMqBEAMMXJQ/Life-Health-Financial-Services/
...ndexed Life, Securities
3. Financial Planning & Retirement Planning<...
6 topic(s) | 11 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/H4dXVBuOpkqHRadjAGJYSg/Join-us-for-CHAHU-Chicago-Chapter-Launch-May-3rd/
You are invited to jin for next week's Launch! Seat are going quiky. Come and learn, and join us to be a part of Healthcare reform.
Last post: You are invited to jin for next week's Launch! ... by Consuelo Helbling LegalShield Business Solutions, 541 N Fairbanks Ct , Chicago, IL 60613
5807 topic(s) | 1 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/87Vp_r2R_0iOP6BEASBu2w/Long-Term-Care-Insurance/
Are there any carriers that provide group long term care coverage in California? I am looking for something like the UNUM product that is no longer available.
Last post: Searching "Long Term Care Insurance" wit ... by Dave Grummer INSOMIS, Corp., 41965 Big Bear Blvd., Big Bear, CA 92315
9435 topic(s) | 2 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/BcS0VSf-QEqXxaBEASDhjQ/Life-Insurance-for-Foreign-Nationals/
I am working with a client that is married to a US citizen and has no residency status in the US. They have assets in the US. Is there a carrier that will provide coverage to a foreign national living in the United States without visa, work permits or other documentation?
Last post: I am working with a client that is married to a US ... by Dennis Lawton Dennis Lawton, P.O. Box 4944, Beverly Hills, CA 90211
8006 topic(s) | 1 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/YcK7Mri2rEu6iqUVAK6ycQ/Need-Life-Insurance-for-85-year-old-Male/
This client is in Las Vegas, Great Health ,does not smole, still works need face amount of 150,000 either whole or term Thanks
Last post: Hi Rhonda! Hope you are having a good day! This w ... by Allison Dittmar CompleteMarkets, PO Box 145, Fawnskin, CA 92333
7172 topic(s) | 2 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/uVruFx_qvkeTrKRrARkajw/new-agent-life-insurance-markets/
Hi my name is Adelio I have an independent insurance agency for the last 15 years.I would like to start writing life insurance,i have the license for but I cant find a company that will training you since I have no experience doing that.I hope there is a company out there that's willing to due that.thanks adelio
Last post: Adleio, What state(s) are you in and looking to w ... by Michael Ruffner Pro Insurance Agency, Inc, 21 Bennetts Road, Bluffton, South Carolina 29910
7040 topic(s) | 3 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/HGmFlxOPK0u6_KBSAJ_0Fw/Director-of-Network-Services-Southeast-175K/
...ional long term professional and financial considerations. Position ideally ba...
Last post: Global Risk Management Firm with a well develope ... by Recruiter_Cat Hollinger Jobs, 1075 Easton Avenue, East Millstone, NJ 08873
6535 topic(s) | 1 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/ziEZtwUli0CA3aprAN5t1w/Need-help-writing-commercial/
So here's the deal. I have a bookkeeping & tax business, and I am also fully licensed in Idaho (Life/Health and Property/Casualty) and I have an fully licensed agency in Idaho. I am really busy with the accounting portion of my business, but I currently have requests for quotes for commercial auto, business owners and commercial liability waiting to be quoted. But with my other workload, I just haven't had time to jump on anything. I don't want to lose them completely, but I just am pushing the limits on my time. So I am looking for someone that I can get to quote and write the policies, but I would like to still be compensated. I would service the accounts, because they would be bookkeeping and tax clients as well and I would be the "trusted adviser". Is there someone out there who can help me? With the bookkeeping business, I am constantly getting requests for commercial coverage for new and/or small businesses. But I don't have time to put all of the paperwork together and deal with back and forth to get it placed. I'd gladly give up the majority of the commission to keep my clients happy. And I really would like to run any commissions under my agency, if possible. So basically I make the initial contact, your company actually writes the policy doing all of the footwork on the back end and keep a sizable piece of the commission. And then I will be the contact for the client for any service needs. I'd love to hear any thoughts on the whole idea. A. Brian Cogan
Last post: We could probably be of assistance. Would want to ... by Tom Wyss Affinity Group Underwriters, 4510 Cox Road, Glen Allen, Virginia 23060
4486 topic(s) | 5 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/SBIl68uvk0-DvavrAOBzNA/Customer-pays-for-cargo-insurance/
I have a client who hauls taxidermy from taxidermist to owner. I got a quote for his cargo and it was astronomical. He keeps telling me that everyone else is paying so much less. I can't substatiate his claim. The people I have talked to just say that is how it is. I'm wondering if anyone has ever helped any type of shipping company to sell the cargo insurance to the owner of the item being shipped. I've seen other shippers do it, but I have no idea where to even start looking. I appreciate any input. Thanks
Last post: Someone asked about this last year in the forums. ... by Dennis Settlemoir Panatela Insurance Group, 4101 Shores Ct, Fort Worth, Texas 76137
3544 topic(s) | 3 post(s)