2801 Townsgate Rd, Suite 350, Westlake Village, CA 91361 (800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Guide to Choosing the Right Life Insurance Professional
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.