James Russ Tips/Tricks/Resources

Financial Planning

• Retirement Options - this form is used to put in front of clients so they can pick the Retirement Option that right for them. CLICK HERE
• Financial Planning Video - this video walks you through the Circle of Wealth Financial Planning concept. CLICK HERE
• Financial Planning Software (Circleof Wealth) - CLICK HERE
• Financial Planning Intake Form - this intake form may be used to collect data on clients to analyze their needs and wants. CLICK HERE
• What Keeps You Up At Night - this is form is great to work with clients to figure out what is important to them so you can help them CLICK HERE
• Product Of Your Environment Video - CLICK HERE
• All kinds of Financial Calculations: CLICK HERE
• Schedule an appointment with James Russ to make a plan! CLICK HERE

Life Settlement Worksheet Form - this form is used to help decide if a client should see their life policy CLICK HERE

Personality Test - CLICK HERE

Life Expectancy - CLICK HERE

Worlds population - CLICK HERE

U.S. GENERATION CLOCK - CLICK HERE

US Debt clock - CLICK HERE

California Earthquake Authority Training - CLICK HERE

• Commercial Quoting: 
  • Commercial General Liability CLICK HERE
  • Workers Compensation CLICK HERE
    • Payroll Billing Video - Pay as you go and avoid customers being audited at the end of the policy period!
  • Commercial Auto CLICK HERE
  • Commercial Property
  • E&O CLICK HERE
  • Bonding (Broker bond) CLICK HERE
  • Commercial submission example worksheet: CLICK HERE
• Life Insurance Quoting:
  • Get a quote CLICK HERE 
    • Want the rater above for your business? CLICK HERE 
  • Need a policy fast? Faster binding company: CLICK HERE
  • Does your client already have life insurance and you want to check if there is a better policy out there? This application is for the person that is looking to "shop" their current Life Insurance policy and compare what else is available.
    • Sample of a policy that has been requoted: CLICK HERE
    • Form that needs to be completed to get a quote: CLICK HERE
  • Educational videos on different Life Policies CLICK HERE
• Annuities
  • Immediate Annuity rates CLICK HERE
  • Educational videos on different Life Policies CLICK HERE
• Auto & Homeowners Quoting:
  
  • Hippo quick quoting (HOMEOWNERS) CLICK HERE
  • Shop multiple companies CLICK HERE
  • Auto and Homeowners Paper Application: CLICK HERE
  • Mexico Insurance: CLICK HERE
• Pet Insurance Quoting: CLICK HERE