If you are working with a monetary advisor, how much do you value his/her input? If you were required to pick, what would you want to quit rather of your monetary advisor? Coffee? Dessert? Your doctor?
We confess that this is an odd question, however the folks at the insurance and financial services trade association LIMRA positioned that really query to customers. They discovered that of the twelve categories examined, only one was considered more important than the financial advisor– the medical care physician. Even that was a close call, with the physician winning by a 52%-48% margin. We feel that wealth does not matter if you are too ill to enjoy it.
Prior to examining the other options, we need to mention how monetary advisors were specified in the survey. The LIMRA page revealing the survey calls an advisor “a paid monetary expert (e.g. insurance coverage agent, attorney, CPA, broker, monetary planner, or advisor) utilized to make a minimum of some of the home in …
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