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An insurance agent's main job is to sell you an insurance policy, not necessarily give comprehensive financial advice. A financial advisor who's also a licensed insurance agent, on the other hand ...
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.
Insurance: Financial advisors can also help you determine whether life insurance or annuity products make sense for you, but be sure to understand whether the advisor will receive a commission on ...
For example, an advisor who earns a commission for each insurance policy they sell must disclose this information to the client if they recommend the product because it’s in the client’s best ...
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
The adviser will then recommend appropriate action to meet the client's objectives; and if necessary recommend a suitable financial product to match the client’s needs. [ 1 ] Individuals and businesses consult IFAs on many matters including investment , retirement planning , insurance , protection and mortgages (or other loans ).