Tip of the Day - January 11 2024
Tip of the Day - January 11 2024
Determining how much and what kind of insurance to buy is one of the most important financial decisions you’ll make, but because it can also be complicated, many people choose to work with a professional. A qualified insurance professional will conduct a comprehensive financial needs analysis, and walk you through the multitude of questions you need to consider to determine how much and what kind of insurance is right for you, given your budget.
Here are five tips to help you choose the right agent:
- Get referrals
- Find about their specialties.
- Ask if they hold any professional membership
- Schedule a meeting
- Inquire about their education and training.
Need help with that? Start here: https://bit.ly/3xQrEXt
#savingyourfuture #financialliteracy #iamwsb