How to Choose a Life Insurance Agent or Financial Advisor
by Richard F. O’Boyle, Jr., MBA, LUTCF
The process of working with a life insurance agent or financial advisor should not be stressful, although frequently it is. I have spent many hours with nervous couples who were so anxious about being “sold” something they didn’t really need or understand that they couldn’t focus on the constructive task before them. This is largely because insurance agents and financial advisors have the reputation of being commission-hungry sharks.
When you entrust the management of your retirement nest egg or your family’s life insurance safety net to a professional, you should walk away with a peace of mind that you are putting your finances on the right track. A good agent is not only knowledgeable about the technical aspects of planning, but also can “consult” with you to learn exactly who you are and what you need.
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Category Article life insurance
Quite informative post on how to choose a financial advisor. I am in search of a renowned and certified financial advisor Las Vegas and searching online since last few weeks. Have come to know about few advisors and looking forward to take help from best one