5 Signs You're Working With An Insurance Agent Posing As An Advisor

<p>Insurance agents posing as advisors is more common than you may realize and can create conflicts of interest. The key is having better awareness. Don&rsquo;t get fooled again!&nbsp;</p> <p>In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about five ways to identify whether you are working with an insurance person who is posing as a financial advisor.</p> <h3><strong>Topics Discussed:</strong></h3> <ul> <li>Sign #1: Aggressive posers seek you out after making contact or via referrals</li> <li>Sign #2: Posers offer you free or low-cost financial &ldquo;advice&rdquo;</li> <li>Sign #3: Posers act as trusted advisors; don&rsquo;t refer to themselves as salespeople</li> <li>Sign #4: Advice and product solutions offered by posers are similar across clients</li> <li>Sign #5: Agents posing as advisors make it difficult to leave them/their products</li> </ul> <h3><strong>Links:</strong></h3> <p><a href="https://brokercheck.finra.org/">BrokerCheck</a></p> <p><a href="https://sbs.naic.org/solar-external-lookup/">National Association of Insurance Commissioners (NAIC) - State Based Systems</a></p> <p><a href="https://financeforphysicians.co/2020/10/29/how-conflicts-of-interest-muddy-the-financial-advice-waters-with-donovan-sanchez/">How Conflicts Of Interest Muddy the Financial Advice Waters with Donovan Sanchez</a></p> <p><a href="https://financeforphysicians.co/contact/">Contact Finance for Physicians</a></p> <p><a href="http://financeforphysicians.co">Finance for Physicians</a></p>