Saturday, May 21, 2016

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, but often it is. I have spent many hours with nervous couples who were so eager to be something you really do not need or do not understand that they could not concentrate on the constructive task before them "sold". This is largely due to insurance agents and financial advisors have the reputation of being hungry sharks commission.

By entrusting the management of their retirement savings or safety net life insurance your family to a professional, you should go with a peace of mind knowing that you are putting your finances on the right track. A good agent is not only know the technical aspects of planning, but also can "see" with you to know exactly what you are and what you need.

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