Anonymous

12 Nov 2020

∙

Will I be barred from my agent license if I download my client's information and scanned document?

Hi! I am an insurance agent looking to leave my current company for another company who gave me a good offer. Is it illegal if I download my client's document? Will I be barred from my agent license if I do so? I already have these clients' numbers anyway.

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Pang Zhe Liang

12 Nov 2020

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

The only way to get an accurate answer is to check your agent's contract and with the compliance department. This is because different insurers may have different policies. Therefore, you should not risk your license by getting an opinion on a public platform.

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Insurance agents, do you ever feel bad for selling what your clients don't need just for the commissions? Imagine if the client was your loved one, will heart pain right?

What are some information I will need to get from an insurance agent from our first meeting? Looking at an all-in package of insurance including CI, TPD, whole/term life. ?

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To all my fellow advisers here, do you guys make it a point to inform your clients about the free look period whenever a review/policy signing is being done?

Is it a requirement for FA firm to inform client once their rep has resigned?