by Richard F. O’Boyle, Jr., MBA, LUTCFThe process of working with a life insurance agent or financial advisor should not be stressful, although frequently it is. I have spent many hours with nervous couples who were so anxious about being “sold” something they didn’t really need or understand that they couldn’t focus on the constructive task before them. This is largely because insurance agents and financial advisors have the reputation of being commission-hungry sharks.When you entrust the management of your retirement nest egg or your family’s...
2010/10/21
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