facebookHow do you tell an insurance agent that has been very pushy about getting you to sign a “savings” plan that you don’t want it? - Seedly

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Anonymous

08 Jun 2021

Insurance

How do you tell an insurance agent that has been very pushy about getting you to sign a “savings” plan that you don’t want it?

Curious as to what you guys will do. I’ve a friend who will keep meeting up with the insurance agent for a “free starbucks drink” every time to “ask questions” but end up not signing it ahahhaa

Discussion (6)

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Tan Li Xing

07 Mar 2020

Financial Consultant at Prudential Assurance Company (Singapore)

Hi Anon,

I think the best solution is to be honest.. I think it helps both parties to understand each other better (hopefully), if it still seems somewhat pushy, maybe it's just better off to cut off that contact entirely.

Pang Zhe Liang

06 Mar 2020

Fee-Based Financial Advisory Manager at Financial Alliance Pte Ltd (IFA Firm)

Instead of wasting each other's time and money, it will be kind to just be upfront about it - tell the insurance agent that you are not interested as it doesn't fit into your future planning.

Rais M

06 Mar 2020

Accountant at SME

1) Reject him and say no. Tell him you are not interested.

2) If he still continue to call you, jus...

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