out there for an insurance agent to get in?
Do CPA’s & attorney’s get all the clients for Estate Planning? Or, do you think there is plenty of opportunity?
Posted in Uncategorized.
– February 19, 2010
3 Responses
Stay in touch with the conversation, subscribe to the RSS feed for comments on this post.
Real estate planning requires in-depth knowledge of both law and finance as well as the ability to create wills and trust instruments. An insurance agent may be able to contribute but is not competent to do actual estate planning.
There are plenty of opportunities for Life Insurance Brokers – but you should be very knowledgeable of the laws in your region of your country.
I often worked with the notaries and the accountants but the funding of the estate – such as life insurance – sickness and accident – small pension plans etc. in most cases where the person or couple are young and have not had time to build up a sufficient amount of $$$ to fund the plan – this is done by the insurance broker and /or agent
If you’re an insurance broker who has something valuable to add to the conversation, there are opportunities out there. As you can tell from the first poster, other professionals hate it when you get in their business or pretend you know their stuff better than they do. I’m sure you would feel the same way.