Anonymous
My parents bought me insurance from my insurance agent uncle since I was born. But I wish to switch to another agent from another company. is that possible?
My uncle isn't the best insurance agent, and because he's my uncle, I can't really criticize him either. So I rather just have my own trusted agent. However, I have quite a few insurance policies under him including whole life and CI insurance. Any options for me? Or am I better off staying the course with the current plans?
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It will make little sense for you to do a replacement for your protection plans. The new consultant you hire should take your existing policies into account and factor them into your plans moving forward. Plans should be an addition, not a replacement.
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Tan Li Xing
06 Jul 2020
Financial Consultant at Prudential Assurance Company (Singapore)
Hi Anon,
Based on practice, we don't actually encourage a switching of products as the older genera...
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Hey there!
You can definitely opt to switch to an agent that is under the same insurer if they are working in the same company. Some of your old policies might be generating a certain cash value that will be very useful for you in the long term.
Financial planning is an integral part of life. You can reach me here to find out more.