Even though insurance agants are experts in policies and claims, this does not exempt them from risk.
Advertising agencies engage in challinging and creative work and have a tremendous responsibility to their clients.
Whether an accounting firm, mortage lender, asset management company, or local or regional commercial bank, the handling of others money and personal information makes them at risk.
Financial planners have a bevy of important responsibilities to their clients. From managing cash flows for individuals, helping clients get out of debt, preparing individuals for educational epense, retirement planning, investment planning, etc.
YOUR WHOLESALE INSURANCE SOLUTION
Target SIC Codes
10421 | Banks and Other Financial Instutions
10411 | Credit Unions
10391 | Finance Companies
11111 | Investment Companies
10361 | Trust Companies
11101 | Moetgage Companies
10391 | Financial Planers
63321 | Insurance Companies
65181 | Insurance Agencies
65931 | Advertising Agencies
*Ask us about other finance & insurance classes…