Wealth management: The advisor portfolio
Life Insurance Agent: We need to shop really hard here as we could be misled so easily. This happens almost like routine. They know a lot about insurance, many of them will be experts and while that is an advantage, it is also an inherent disadvantage as insurance is all that they know. You could land up paying a huge amount of premium and have little benefit from the policy itself. A simpler way is that you could have a financial planner who is unbiased and you could then use your chosen life insurance agent to do your product purchases. This is tricky as most financial planner would be agents as well, so check before you take the
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