How are acquiring new clients

Hi , is anyone willing to give a referral
- 3 month away from 2 years in audit (2 busy seasons)
- NYC /NJ area
- No CPA ( I know I have to get it please don’t leave this comment )

Assurance Professional of the Future Program for Senior 1s = Milestone event??

Going from PR agency to a marketing role in-house, tips and advice pretty please!!!

Hi all, I will be joining EY GDS Bangalore (RMZ Infinity Tower 3) in December, and wanted to know the WFH situation ? Are there any plans to return to office ?

I teach Spanish for 5th grade. I am interested in going into TESOL but scared if the workload of starting over and the transition. Can you tell me what the daily TESOL esl teacher life is like? Sheltered instruction, esl, or TESOL?

8/12 Thread (General):

Hi all, can anyone let me know know about Doyen Info solutions?

Hi All,  I have two offer on hand.

1. Deloitte USI - Analyst - 7.5 Lpa fixed + 75k variable + 3 lac joining bonus

2. EY India - Associate consultant - 8 Lpa fixed + 1.44 lpa variable + 2 lac joining bonus.

YOE: 1 year and TechStack - microservice development ( python + aws + azure)

Which one would be better to join, considering CTC, benifits and WLB?

Anyone from Sigmoid Analytics here??
What is the hike and work culture there??
TIA

What’s your opinion on math homework? I teach 4th grade and have always given it but I’d like to see what others do and weigh out if it’s really worth it. If I give it, I feel like I should spend class time going over it but on the other hand I stress myself out trying to keep the absent work organized and those that don’t even do the work.

Hi Fishes,🐠🐟🐬🦈🐳🐋🐡
Let's hear about your journey, how did you land in US/UK/EU/Canada etc. from India? preferably direct hire with Visa sponsorship.
Pls do share company name & country, Job portals.
Also it would be great to hear some do's and don'ts
Hopefully it will help someone who is/are planning for migration and will help him/her to plan better.
TIA

Diversification is the key. My portfolio includes a bit of most of these.

1. Debt/Liquid mutual funds (direct)
2. Gold
3. REIT (fractional ownership and distribution)
4. Equity mutual funds (ELSS, direct)
5. Direct equity (India)
6. US stocks and ETFs (tech & genomics)
7. Crypto currency (interest deposits)

Hy, I am working in TCS having 3.3 years of experience. Can anybody refer me for accounts receivable domain?

Location: - Mumbai

TLDR: Getting over your ex of 2.5 years ghosting you after they said they wanted to reconnect.

I was dating someone for about 2.5 years and then we broke up because of COVID and the long distance was making it too difficult to continue. The break up must’ve been like a 4-5 minute FaceTime because I was very distraught. After we broke up, she started seeing someone else but I was heartbroken and it’s taken me over a year to really get over everything and process those feelings. (Cont.)

Hi! Does anyone have any Christmas gift ideas for a 30 year old female (currently pregnant)? She loves almost all designer brands, but I’m hoping to keep it under $500... (sister-in-law).

Hello,
I teach 4th grade at a Christian school. I have been teaching for over 30 years but I have been at this school for 2 years. Since I have been working at this school it seems like everything I do in my classroom it's something wrong with it according to my supervisor. Recently, I was told that I am not getting a new contract for the new school year. I have to find a new school. I was told that I am not a good fit for the school.

Anyone else consistently recommend whole life instead of a variable or universal life for those who want permanent policies? Why do you choose one over the other?

How do you create urgency to get them to buy the policy NOW!!!!!?

What do you do when compliance holds up your policy sale because they realize the person only wants the policy as an investment?

Let me know who here has dealt with impaired risk . Working with a 74 year old male non smoker who had a coronary bipass 11 years ago, may have some renal issues and is afraid to do a stress test. Any ideas or experience with something like this?Any carrier suggestions?

Anyone going to MDRT ?

I’m getting leads from my business bankers for their business owners/lending clients. How can I break in with these customers and start making big insurance sales? Cont...

Difference between Variable Life vs Variable Universal Life?

P&C focused people: What do you do to find success cross-selling life policies? I mostly sell P&C off internet leads. Most are not the ideal client for my company but I take care of them like I would anyone else. I do okay but not great with life after having the client for six months once I move them into a preferred policy. That move saves them enough to make life doable coupled with established trust. I’ve been told just to quote the auto and life together initially but it feels “off” to me.

How do you get somebody to want to buy life insurance right now instead of waiting?!?

Looking to connect with people in the NQDC or COLI/BOLI space.

Anyone have life insurance marketing ideas that has worked for them? (E.g. direct mail, events, groups, etc.)

Can diabetics get long term care?

Anyone know a VUL That's cheap for smokers?

Anyone know of a good IMO/FMO with a good range of disability carriers? Most I see is two, tops!

Can anyone recommend a carrier that will write beyond the age of 85? Thank you !

Going to MDRT for the first time next month. Any advice on how to pack? What is the dress code like? It’s in Miami.

Does anyone know of a resource to compare the different career agent contracts with the large mutual insurers?

How do you help client's figure out how much life insurance is the right amount?

Hi I am wondering how long it would take to get established in the life insurance field just starting out. I am 28 working as a case manager for a government agency. Im currently making 91,000 and expecting another increase next January. Would I be able to replicate the same earnings in my first year? What is everyones thoughts?