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Question 61 of 61 in Basics |
How do I find a broker or advisor I can depend on? |
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Consider getting referrals from people you trust. Also, look for advisors who have industry designations beyond a license to sell insurance. For example, CLU, ChFC and other recognized professional insurance or planning designations may be helpful barometers of professionalism.
Your agent or broker that handles your other types of insurance (life, homeowners, disability, etc.) may be a candidate.
There may be an industry association for your business that has special insurance programs for your business or can refer you to agents or companies that are experienced with businesses such as yours. |
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