The best financial planners are actually insurance salespeople.

Question

Quizplus · Accepted Answer

While insurance salespeople can also offer financial planning services, it is not always the case that the best financial planners are insurance salespeople. Financial planning requires a broad range of expertise in areas such as investment management, tax planning, retirement planning, and estate planning. It is important to choose a financial planner who is knowledgeable, experienced, and has your best interests in mind, regardless of whether they sell insurance or not.

The Best Financial Planners Are Actually Insurance Salespeople