Questions to Ask an Insurance Agent or Financial Advisor
Автор: Wealth Arki
Загружено: 2020-06-22
Просмотров: 4837
Описание:
Adriel and Marion talks about the questions that you should be asking an insurance agent or financial advisor when they start selling you a life insurance policy, especially if it's a VUL product.
Timestamps:
00:00 - Start
04:02 - How long have you been in the insurance industry? & What kind of clients are you handling?
06:41 - Critique on new advisers.
08:36 - What investment or insurance should I need right now?
09:35 - Critique on just saying the budget for insurance.
12:13 - What investment books or articles have you read in the past 6 months?
15:40 - What other products do you have besides what you are offering? and tips to decline an insurance agent.
20:20 - What are the payment terms of this insurance product.
21:48 - Final Thoughts and words.
Money Insights & Advice is a video project of Wealth Arki, Inc. Visit their website at http://www.wealtharki.com.
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#lifeinsurance #VUL #insurance
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