Ross Pake realized early on that important tools for growing wealth are the various opportunities in insurance investment. Professional and reliable insurance brokers have researched the various insurance investment tools offered by insurers, and are able to offer advice and expertise to individuals, companies and organizations.
Achieving the insurance broker’s license in California requires dedication, as time, work and money are involved. As a financial planner in his own wealth management firm, Ross Pake researched the additional training and resources he would need to obtain his California insurance broker license. Pake also wanted to ensure that he achieved the right type of license and concentrated his expertise in the areas of insurance offerings which would assist his clients as viable wealth-building tools.
As Ross Pake built his skills in insurance knowledge and sales, he found that insurance brokers need many of the same characteristics that he used in his wealth management firm: patience, consideration and confidence are primary values and behaviors when working with clients who are overwhelmed by the process of choosing the best wealth-building tool. Pake also developed strong negotiating skills, vital when dealing with various insurance companies to secure the best possible policy purchase for a client’s needs.
Ross Pake brought his optimistic and resilient personality to bear in his work as an insurance broker, striving for an upbeat and positive attitude when negotiating the difficulties of insurance sales. Pake brought his Bachelor’s degree in Business Economics background to bear in his added insurance brokerage capacity. Understandings in the complexities of tax and legalities of insurance products, and navigating the complex relationship of insurance products in light of the client’s overall financial portfolio, benefited Ross Pake in this dimension of his relationship with his wealth management clients. As Pake progressed in his knowledge of insurance products, he reviewed his prior classes in tax law, accounting, business and investment planning to determine where he would benefit from additional instruction and knowledge.
Ross Pake discovered that insurance licensure for brokers in California demands knowledge in specific areas of specialization and certifying exams to measure the broker’s knowledge in those areas. Life insurance brokers work with whole and term life insurance policies, annuities, funeral insurance and burial insurance. Brokers who specialize in accident and health provide insurance which pays medical expenses for injuries and illnesses and disability insurance, covering lost income.
Should Ross Pake specialize in property insurance, he will sell policies which cover loss or damage to property, as well as coverage for losses of crops, livestock, earthquake and flood insurance, equipment breakdown, dwelling, and coverage for movable property and jewelry, or property which involves unusual risks. Pake is primarily interested in providing insurance wealth building vehicles which are low risk and high valuation for his wealth building clients.
Achieving the insurance broker’s license in California requires dedication, as time, work and money are involved. As a financial planner in his own wealth management firm, Ross Pake researched the additional training and resources he would need to obtain his California insurance broker license. Pake also wanted to ensure that he achieved the right type of license and concentrated his expertise in the areas of insurance offerings which would assist his clients as viable wealth-building tools.
As Ross Pake built his skills in insurance knowledge and sales, he found that insurance brokers need many of the same characteristics that he used in his wealth management firm: patience, consideration and confidence are primary values and behaviors when working with clients who are overwhelmed by the process of choosing the best wealth-building tool. Pake also developed strong negotiating skills, vital when dealing with various insurance companies to secure the best possible policy purchase for a client’s needs.
Ross Pake brought his optimistic and resilient personality to bear in his work as an insurance broker, striving for an upbeat and positive attitude when negotiating the difficulties of insurance sales. Pake brought his Bachelor’s degree in Business Economics background to bear in his added insurance brokerage capacity. Understandings in the complexities of tax and legalities of insurance products, and navigating the complex relationship of insurance products in light of the client’s overall financial portfolio, benefited Ross Pake in this dimension of his relationship with his wealth management clients. As Pake progressed in his knowledge of insurance products, he reviewed his prior classes in tax law, accounting, business and investment planning to determine where he would benefit from additional instruction and knowledge.
Ross Pake discovered that insurance licensure for brokers in California demands knowledge in specific areas of specialization and certifying exams to measure the broker’s knowledge in those areas. Life insurance brokers work with whole and term life insurance policies, annuities, funeral insurance and burial insurance. Brokers who specialize in accident and health provide insurance which pays medical expenses for injuries and illnesses and disability insurance, covering lost income.
Should Ross Pake specialize in property insurance, he will sell policies which cover loss or damage to property, as well as coverage for losses of crops, livestock, earthquake and flood insurance, equipment breakdown, dwelling, and coverage for movable property and jewelry, or property which involves unusual risks. Pake is primarily interested in providing insurance wealth building vehicles which are low risk and high valuation for his wealth building clients.