Do I need an insurance advisor?

Working with an insurance advisor has many benefits and will help you purchase the appropriate insurance. An advisor looks at your unique needs and can also help you understand any optional extras or exclusions in your policy. This short video shows a few of the ways working with an insurance advisor can be beneficial to your financial journey.

Video transcript

An insurance advisor is a professional who helps you find the best insurance for your unique needs. A lot of the time, from the outside, the relationship may seem like it’s based on a series of transactions, whereas, in reality, it’s a long term planning process.

What does an insurance advisor do?

A trusted advisor takes the time to understand your unique situation by asking you questions and learning more about your financial goals and what’s most important to you, your family and your legacy. From there, they’re able to make recommendations on what type of coverage suits your needs. They can give you unbiased advice and help find the planning structure that is right for you.

What are the benefits of working with an insurance advisor?

Insurance can be complicated and, in most cases, isn’t something that excites people. There are technicalities and pricing differences that a trusted advisor can make you aware of to ensure you understand what you are getting. Although the low fees of do-it-yourself platforms may be tempting, it’s important to remember that you get what you pay for. And the value of relying on a professional when it comes to your financial well-being is priceless.