facebookWhat are some warning signs that an insurance agent might not be the right fit for you or does not have your best interest in mind? - Seedly

Anonymous

12 May 2020

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What are some warning signs that an insurance agent might not be the right fit for you or does not have your best interest in mind?

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Hey there!

That isn't an easy question to answer. But financial advisors are bound by their commitment to offer services and products that meet the needs of a client. Its hard to define what that means because everyone has different needs. You will want to look for someone who can service you satisfactory and who has the adequate financial knowledge for holistic planning while not withholding hard truths from you eg. Fees, costs involved etc. Honesty is truly the best policy.

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