Our financial advisor is suggesting life insurance. What questions ...

Comments Section · Ask if he is a fiduciary? (He's not) · Ask him how much he gets in commissions the first year and every year after. · Ask why ...

Questions To Ask a Financial Advisor About Life Insurance

Life Insurance coverage remunerates a payment in the event of death or terminal illness. · Expenses like living expenses for the family, funeral costs, and other ...

Determining Life Insurance Needs | Wells Fargo Advisors

Think of your life insurance in terms of the income it can provide. For instance, you may want to consider replacing the income you would have been earning for ...

11 Questions for Your Life Insurance Agent or Broker - QuoteWizard

Whether you're thinking of purchasing a term life, universal life, or whole life policy, it's best to seek the advice of your agent or broker.

Financial Advisors Giving Advice on Life Insurance

About a year ago I was asked to help a “financial advisor” sort out a strategy for a life insurance policy. The policy owner had bought the ...

10 Life Insurance Questions You Should Ask Yourself -

What kinds of expenses would life insurance cover should my loved ones ever receive a payout? A term life insurance payout can be used for ...

Why Financial Advisors Sell Life Insurance - Investopedia

Clients may react with distrust, or even recoil at the morbidity of discussing their potential deaths. A client who agrees to get life insurance but ends up ...

whole life insurance question] Ending relationship with advisor

This is a short overview of life insurance, and I expect that you'll have questions. If you want to dig much deeper into life insurance, I'd ...

Life Insurance - NAIC

Life insurance and annuities can be an important part of your family's long-term financial planning. However, shopping for the right coverage can be ...

10 Crucial Questions to Ask Your Financial Advisor Annually

There's life, disability income, liability, homeowners and umbrella insurance to consider. Perhaps most importantly, will you obtain long-term-care insurance or ...

10 Questions to Ask Your Financial Advisor | CFP - Let's Make a Plan

WHAT ARE YOUR QUALIFICATIONS AND CREDENTIALS? · WHAT SERVICES DO YOU OFFER? · WILL YOU HAVE A FIDUCIARY DUTY TO ME? · WHAT IS YOUR APPROACH TO FINANCIAL PLANNING?

How Much Life Insurance Do I Need? – Forbes Advisor

Multiply the salary you want to replace for the number of years you want to replace it. You want this income replacement to cover current and ...

I Asked a Financial Planner Whether to Get Cheap Life Insurance

If I die early, an investment account likely will not have grown enough to match my life insurance. Insider Today. Sign up to get the inside ...

The 7 (Most Important) Questions to Ask a Financial Advisor

Typical services include retirement planning, insurance, investment management, tax planning, and budgeting. However, highly specialized ...

20 Questions to Ask Your Financial Advisor - Afriex

In the first meeting, financial advisors typically ask about clients' financial goals, income, and major expenses. They review assets, ...

7 ESSENTIAL QUESTIONS TO ASK A FINANCIAL ADVISOR

This may be one of the most important questions to ask a potential financial advisor. Not all financial advisors are fiduciaries – there is an important ...

10 Questions All Financial Advisors Should Ask - Investopedia

He stressed the need to understand a client's personal background before anything else. "Asking about a client's goals and financial situation ...

Top 20 Questions for Advisor-Client Meetings - Equisoft

What are your most important non-financial goals right now? How do you envision your life a year from now? Five years out? At retirement? What changes in your ...

Life Insurance Questions to Ask During Retirement Planning

Do you still have an outstanding mortgage or other debts? · Do you intend to cover higher education costs for your dependents, and at what level?

10 Questions to Ask Financial Advisors - US News Money

Do you have a specific area of expertise? How do you ensure your financial advice is personalized? What is your approach to investing? How do ...