How to choose the advisor while taking the insurance
22 Jan, 2022
by Srikanth
Hello Beshak,
After going through the Beshak videos, I decided that I would go through the advisor for my insurance policies.
But still I have one dilemma about choosing the advisor.
- I am staying in a suburban town where my family is non-English/Hindi speaking and we do not have any financial advisors here.
- I am looking at the advisors from all metro cities and other states but I am wondering how effective/seamless the communication/relation would be?
- Regarding choosing between independent/corporate advisors, I am wondering, whether it is a good idea to go for a corporate advisory firm, where it is not dependent on a single individual. Even if something happens to my advisor, I can reach out to the organization.
- I am in no way belittling the independent advisors but trying to understand the pros and cons
Please share thoughts and insights
Thank you
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27 Jan, 2022
Srikanth
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Hello Srikanth,
This is an excellent question. Thanks for asking.
Here are my answers:
Hope this helps.
Thanks!