Barry Blair wants to select a good life insurance agent. His dad has had several negative experiences with life insurance agents in the past. What should Barry consider when selecting an agent?

Question

Quizplus · Accepted Answer

All of the listed factors are important considerations when selecting a good life insurance agent. A professional designation, such as a Certified Financial Planner (CFP) or Chartered Life Underwriter (CLU), indicates that the agent has met certain educational and ethical standards. A full-time agent may be more dedicated and invested in their clients' needs than a part-time agent. Necessary experience and training can ensure that the agent is knowledgeable about different types of policies and can provide appropriate recommendations. References from satisfied clients can provide reassurance and help establish trust in the agent. Overall, considering all of these factors can help Barry choose a qualified and trustworthy agent.

Barry Blair Wants to Select a Good Life Insurance Agent