A quick review of the top three things you should be looking for when selecting an Insurance Agent to help you plan for your future and develop a plan to protect you and your family.

1. Top 3 Tips When Looking for
An Insurance Agent
http://lifeinsurancecalgary.weebly.com/

2. Independence
• Are they an independent insurance agent or are they
a career agent?
• An independent agent can search the market for the best
solutions to fit your needs.

3. Education
• A designation does not make an advisor, but it is an
excellent indication of their dedication to furthering
their education and awareness of their chosen
industry.
• Some designations are
• Certified Financial Planner (CFP)
• Chartered Life Underwriter (CLU)

4. Experience
• You want someone who is fully immersed in the
business and dealing with clients on a regular basis.
They can be involved in other aspects of the financial
services business such as financial planning, mutual
fund sales, group insurance but they should be fully
engaged in the business and able to deal with your
concerns on a regular basis.

5. Other Considerations
• Do you relate to the Advisor on a personal and social level?
• Do you trust them?
• Can they offer independent and reliable advice?

6. Choosing the right advisor will help to ensure
that your insurance planning will be
conducted in a proper manner and you will
have a strong insurance plan in place for
many years to come.

7. http://lifeinsurancecalgary.weebly.com