Less than half of American consumers feels confident about making insurance decisions, revealed a 2010 study by the National Association of Insurance Commissioners, and only 2 out of 5 people could answer basic questions about coverage. For clients who need a crash course in making wise insurance decisions, an agent is the best possible resource — but it’s important to have an in-depth conversation about your needs early on in the planning process. Questions to ask include: Who am I buying from? How is my need determined? When can I expect returns? What if my health changes? Will the death benefit adjust for inflation?
The seller, Brian Allain, has gone to work for Hub.
The group represents 100,000 health agents in Washington and state capitals.
Insurance regulators in several other states have also questioned the company's status.
Sponsored by Cavanal Hill Funds
The generation that controls 80 percent of personal finances is set to retire; thus, you need to find ways to connect to new types of clients.
Sponsored by LPL Financial
Find out how your practice can grow and thrive without sacrificing the quality, personalized service your customers are accustomed to.
Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!
- Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions.
- Exclusive discounts on ALM and ThinkAdvisor events.
- Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.