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Former California Insurance Agent Sentenced for $3.7M Fine Art Policy Scam

Insurance Journal

A former California insurance agent was sentenced to 50 months in federal prison for defrauding a lender out of $3.7 million with bogus applications for fine art insurance policies. Tonja Van Roy, 59, of Las Vegas, but who formerly operated …

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Post-Sale Follow-Up Plan for Insurance Agents in 2025

Final Expense Brokerage

April 10, 2025 2:50:22 PM Contact Us Share: How to Build Lifetime Clients After Closing the Sale Selling a life insurance policy isn’t the end - it’s the beginning of a long-term client relationship. Top-performing insurance agents know that what happens after the sale often determines retention, referrals, and repeat business.

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The Untapped Goldmine: Why Experienced Life Insurance Agents Must Leverage Client Referrals

Final Expense Brokerage

For agents selling final expense insurance, in particular, trust is everything. Seniors are bombarded with marketing messages and can be skeptical of strangers pitching policies. By contrast, referral-based leads cost next to nothing and often result in higher policy placement and persistency rates.

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Top Prospecting Strategies for Life Insurance Agents in 2025

Final Expense Brokerage

If you’re ready to fill your pipeline with high-intent leads and close more policies, this guide breaks down the top prospecting strategies that work right now. Where to Find High-Intent Life Insurance Leads (Online & Offline) Finding the right leads means knowing where they already are.

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NC Insurance Agent Charged With Manipulating Life Policies for Personal Gain

Insurance Journal

A 43-year-old North Carolina insurance agent is out on bond after she was charged with using clients’ identities to gain illicit commissions on life insurance policies, the state Department of Insurance announced. Ashley Barnhardt, of Locust, near Charlotte, was charged …

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Boatowners Beware! Buy a Marine Policy Rather Than Relying Upon a Homeowners Policy For Coverage

Property Insurance Coverage Law

With six sailboats and a motorboat, I consider myself an enthusiast, though my insurance agent probably sees me as a … The post Boatowners Beware! Buy a Marine Policy Rather Than Relying Upon a Homeowners Policy For Coverage appeared first on Property Insurance Coverage Law Blog.

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Medicare SEP Disaster Policy Change Withdrawn: What Insurance Agents Need to Know

PSM Brokerage

Until then, agents should continue following existing procedures. CMS will issue future guidance on the SEP enrollment process.