The difference between a financial advisor and an insurance agent
Автор: Million Dollar Round Table
Загружено: 2023-04-26
Просмотров: 4755
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There’s a difference between being an insurance agent and a financial advisor, says Kevin J. Murphey, MEd, RFC. People will buy insurance from their financial advisors, but they will not necessarily buy financial products from their insurance agents. When Murphey made the shift, a recommendation for life insurance became easier because he was already managing the client’s assets.
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