Insurance Agent Forum

Author: KnownCircle

The insurance industry is undergoing a long overdue change. A growing middle class is surfacing as a huge under-insured market, retirees are clamoring for financial management, millennials are flocking online to shop for insurance, and low-cost, tech-enabled producers are challenging established players. Amid the flux, how are insurance agents coping up with marketing a wider range of products and attracting a tech savvy generation?

For more information, visit https://knowncircle.com.

I work for a contractors association in CA and we are looking for a partnership to receive referral fees in order to produce revenue.

I ran into the issue when speaking with partners that we needed to be licensed brokers in order receive a referral fee.

Is there a way an existing licensed agent could register our business with the license number? Would they simply need to register the business and obtain the proper insurance for the business?

Any and all advice is greatly appreciated!

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Lance Wallach CLU, CHFC, Leading Speaker, Author on Taxation | Life Insurance Litigation and Expert Witness
1 month ago
Announcement from American Tax Experts

Lance Wallach

CLU, CHFC, Leading Speaker, Author on Taxation | Life Insurance Litigation and Expert Witness

IRS audits lawsuits YOU need help 419 412i captive insurance
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PostPosted: Tue Jul 22, 2014 1:24 pm Post subject: IRS audits lawsuits YOU need help 419 412i captive insurance
412i,419, lawsuits, IRS audits


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April 24, 2012 By Lance Wallach, CLU, CHFC


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Please advice me about premer Redian insurances(PMD)

I have past dui conviction. With a fake Id found in the vehicle (felony charge) but was dismissed 22 years ago. I also have an incident that resulted in assault and battery felony non conviction/ cwof / dismissed 18 years ago. I disclosed the arrests. Should I have tried to shed light on the situation. I have a great case on both hence the non conviction/dismissal. What should I do I just sent the applicaton in. I live in MA.

can a felon in ohio get a iicence to sell life insurance

I got sick on Halloween night and was taken to the drunk tank after I requested for an ambulance. I was too sick to take myself home and they had to admit me for overnight stay. I was not charged nor had to appear in court after the fact. Does this count as a mideamoner and would it affect obtaining my sales license? It will be seven years since event this upcoming Halloween of 2015.

I had two felony's back in 2006. One was a drug trafficking charge, the other was complicity to drug trafficking. I successfully completed 5 years of probation with no other charges or criminal activity since. I was 19 or 20 then, and I am almost 29 now. It was a really stupid mistake. I have led a normal life ever since and am completely rehabilitated. I wanted to find out if I could obtain a life license in the state of Ohio. Any help or advice offered would be greatly appreciated. I thank you all for your time.

Does anyone have experience using electronic signatures? What service would you recommend?