Choosing the right life insurance professional or advisor is critical to any client’s financial health. And it’s crucial for a client to understand whether the professional they are working with operates under the fiduciary or suitability standard.
This Guide to Choosing a Life Insurance Professional helps clients ask the right questions to identify a truly capable fiduciary to guide them in their financial decisions. It also aids life insurance professionals and advisors in defining their deliverables and service platform in a way that showcases the strengths of their practice.
By clearly articulating answers to questions outlined in this guide, producers and advisors will have a major advantage in winning new business over competition. Fill out the form below to download the guide today.
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