FAQs
- What education and/or training do you have that relates to your work?
Our company requires yearly continuing educations (CE) for all advisors in addition to the mandatory industry CE.
- What types of customers have you worked with?
#1 Financial Planning (usually retirement) #2 Investment Management #3 Life Insurance #4 Estate Planning #5 Savings Plans
- What advice would you give a customer looking to hire a provider in your area of work?
You need to find someone who isn't just concerned with selling products, but rather, someone who is concerned for your financial well-being. It's also vital to find someone who will do real planning and give you precise ways to meet your goals, not just general recommendations.