With 32 years in customer service, 19 of them in the insurance industry, I've always been interested in helping people understand what is happening with their issues. These issues can be as simple as a client trying to understand why their policy requires higher premium or helping an agent understand a complex concept, such as a 412(I), defined benefit, plan. When Elleyne showed me her new book, I was very impressed with the method she used. Although I took my insurance test a number of years ago, (they had just gone from paper to computers) I knew of a number of people who struggled to get through the process. Their complaint was that it just didn't make sense. Since I use diagrams and pictures when I am training agents, I really felt this was the answer.
I was flattered when she asked me to review her information and come up with some scenarios to help explain the different ideas presented. In 19 years, I have accumulated a number of stories and was pleased to lend a hand. I hope you'll find them helpful in achieving your goal, and passing the test.
– Diane Montoya, Insurance Professional –
See/purchase the life and health (disability) books and eStudy online at www.mawisepublications.com or www.visualquicknotes.com.
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