Co-Founder, Coastal Financial Partners Group, California
Some investment brokers from firms like UBS happen to have a life insurance license so they can offer variable annuities to their clients. While a few may actively sell life insurance most do not. Access to insurance companies and products may be limited at these wirehouse firms.
Insurance is a complex financial product requiring a planning expertise that most investment brokers do not have. If you need insurance advice seek out the services of a life insurance professional.
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Insurance is a complex financial product requiring a planning expertise that most investment brokers do not have. If you need insurance advice seek out the services of a life insurance professional.