tag:blogger.com,1999:blog-59166661207489069022012-02-16T11:38:32.754-08:00Max Wise Publications, creator of Visual Quick Notes for Financial Professionals, provides visual based supplements for financial services exams.Elleyne Kase, Publisher of Max WISE Publicationshttp://www.blogger.com/profile/00854503006817413361noreply@blogger.comBlogger41100tag:blogger.com,1999:blog-5916666120748906902.post-8610731928588086332011-06-02T14:21:00.000-07:002011-06-02T15:03:31.490-07:00

Had a very interesting call from a man in Florida who was in the process of renewing his license. Once licensed his application was to enter annuity sales. (We are now entering an unusual time when there will be a large transfer of wealth from one generation to the next, and he wants to service this market.) His frustration with the documentation for licensing was very high. Visual Quick Notes

Elleyne Kase, Publisher of Max WISE Publicationshttp://www.blogger.com/profile/00854503006817413361noreply@blogger.com0tag:blogger.com,1999:blog-5916666120748906902.post-69554578967096229242011-05-16T22:02:00.000-07:002011-05-16T22:11:21.138-07:00

A frustrated student from California called last week. She was very concerned about the life insurance exam and wanted to pass it on the first time but was doubtful. I could sympathize with her dilemma, as I know what it is like to try and study from the conventional approach. One of things I explained, which makes the learning challenging is that, if there is no previous association with the

Elleyne Kase, Publisher of Max WISE Publicationshttp://www.blogger.com/profile/00854503006817413361noreply@blogger.com0tag:blogger.com,1999:blog-5916666120748906902.post-77867102210940484712011-04-15T08:42:00.000-07:002011-04-19T17:14:28.069-07:00

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,

Elleyne Kase, Publisher of Max WISE Publicationshttp://www.blogger.com/profile/00854503006817413361noreply@blogger.com0tag:blogger.com,1999:blog-5916666120748906902.post-35118788096989280742011-04-12T16:54:00.000-07:002011-04-19T17:15:01.916-07:00

Recently had a student call me from New York. Been getting several students from that area recently. He was very happy to have the Visual Quick Notes Life & Health eStudy to use for exam prep. There was a lot of pressure on the job to pass the exam within a particular time period so was remarking how easy the mapping totally organized the subject for him. This saved the time, effort, and anxiety

Elleyne Kase, Publisher of Max WISE Publicationshttp://www.blogger.com/profile/00854503006817413361noreply@blogger.com0