A financial advisor can also help you put together an estate plan to make sure your assets are handled according to your wishes after you die. And if you aren’t properly insured (or aren’t sure what insurance you need), a financial advisor can help with that, too. Indeed, a fee-onl...
The term financial advisor is broader. It defines someone who may be involved in not only this type of planning but also in other facets of money management or financial products. They may provide life insurance, real estate, or accounting services. They might help place short-term trades or...
A financial adviser is somebody who provides people with advice on how to manage their finances. The adviser has specialist knowledge of investments, loans, savings, and money management. Spelling: both‘adviser’and‘advisor’are correct. In the US,‘advisor’is more common than in other English...
Selling a Policy The service that earns you 95% or more of your life Insurance policy’s market value Read More Our services our tailored to each individual client and advisor that we work with. Get in touch to learn how you can make better financial decisions for your clients while earning...
but had a hard time selling insurance at my 3rd year for 2 quarters only; yet, Sun Life PH already gave me a notice that I will be terminated. (They had those red cards they are sending in emails started in 2023) I resigned because I think it was unfair. But if that weren’t the...
Are you wondering what's life like as a financial advisor? You're in luck as the following guest post from Ben comes on the heels of “Should Your Financial Advisor Be Richer Or Smarter Than You?” where I discuss the plight of the less experienced wanting to break into a notoriously di...
Investors they serve: People who need a financial advisor focusing on insurance might want to consult a ChFC. But a ChFC is also trained on subjects like tax and retirement planning, special needs advising, and wealth management. 3. Registered Investment Adviser (RIA) RIAs are independent fiduc...
It's also important to know whether your advisor receives commissions for selling certain products, such as annuities or insurance. Much is made over potential conflicts of interest in those situations, and it can be a real problem. However, annuities and insurance products are the right solution...
And if you plan on buying or selling stocks or selling insurance, you'll need to procure specific licenses for that, too.This job takes more than education and certifications, though. You’ll need the ability to navigate complex client relationships. "My colleagues and I agree that 80% of ...
Dante Mayor is a licensed Financial Advisor (life insurance agent) and real estate sales affiliate. He advocates in helping people plan for their retirement, prepare for eventualities in lives, attain dreams and provide assistance on real estate needs.