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A financial advisor can help you create a strategic plan for managing your money. Part of that plan might include buying insurance, something that an insurance agent can also help with.When ...
A financial consultant works with people or companies to achieve their financial goals by offering personalized advice and guidance on a wide range of topics.
Most financial advisers carry licenses to sell life insurance, securities, or mutual funds, or some combination of all three. The life insurance license is obtained through successful completion of the life license qualification program, except in Quebec, where licensing is completed through the Autorité des marchés financiers. [31]
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer, accountant); or
Insurance as a financial intermediary is a commercial enterprise and a major part of the ... An independent insurance consultant advises insureds on a fee-for-service ...
Milliman, formerly Milliman & Robertson, is an international actuarial and consulting firm based in Seattle, Washington.. The company was founded in 1947, by Wendell Milliman and Stuart A. Robertson and operates 59 offices internationally, with over 3,000 employees.
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