A former colleague and a Senior VP at Ace Private Risk Services has succinctly explained the “Five Steps For Getting The Best Protection From Your Insurance Agent” in this two page article published in a recent edition of the Institutional Investors publication Private Asset Manager.
An excerpt: “Independent agents are skilled in asking questions about your lifestyle and interests. By better understanding the risks you face, along with your tolerance for risk, they can recommend a program which provides the best value – an ideal combination of customized insurance protection and affordable price.” The article then instructs the reader on exactly what to ask your agent for, as well as what your agent should be asking and providing you. Make no mistake, each of the steps are essential. Meanwhile…..
IF after reading this article you are able to recognize that your agent is not already performing each of the five recommended steps, find a more skillful and dedicated agent.