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Insurance

Five Things to Look For in an Insurance Agent Before Purchasing (05.4)


Description
In this course, we help you find someone reliable and trustworthy to service you and your family if and when you need it the most!
Content
  • Introduction
  • 1) Note how long the advisor spends getting to know you before talking business
  • 2) What is their philosophy on financial planning, and why choose them?
  • 3) Why is the proposed plan suitable for me?
  • 4) Are they in this industry for the long haul?
  • 5) If so, how often should you expect to hear from them?
  • Let's test your knowledge!
Completion rules
  • All units must be completed
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