Tag Archives: insurance ce

COVID-19: Best Practices to Help Your Business Clients Prepare for a Safer Reopening

Since mid-March, nearly 95% of the U.S. has been under some form of lockdown as a result of governors issuing stay-at-home orders to help prevent the spread of COVID-19. Understandably, businesses that aren’t considered essential have anxiously awaited the day when … Continue reading

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Your Insurance Agency Website: 3 Tips for Converting Online Visitors

Is your agency’s website experiencing a lot of online traffic but not enough conversions? If your answer is yes, take heart in the fact that you are not alone. Today’s insurance agency websites aren’t set-it-and-forget-it marketing tools. As the face … Continue reading

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HIPAA: Why We Needed It and What It Does

The Health Insurance Portability and Accountability Act (HIPAA) was introduced in 1996 by President Clinton. Its effects are broad and far-reaching, and it represents a major form of healthcare reform before the Affordable Care Act. When most people think of … Continue reading

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Optional Riders and Supplemental Benefits for Life Insurance: Do You Offer Them to Your Insureds?

Most basic life insurance policies are designed to provide a payout in the event of an insured’s death to cover lost income, pay a child’s tuition, settle household debt, and pay for funeral expenses. But insureds have the option of … Continue reading

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Ethical Rules of Disclosure in California

Under California ethics rules, insurance agents are required to deal honestly with their customers. That includes fully disclosing certain facts, particularly those that make a difference in the customer’s decision-making process. Here are a few things that the rules require … Continue reading

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