Co-Founder, Coastal Financial Partners Group, California
Some investment brokers from firms like Wells Fargo happen to have a life insurance license so they can offer variable annuities to their clients but they tend to not use it for life insurance. While a few may actively sell life insurance most do not. Access to insurance companies and products may be limited at these firms.
Insurance is a complex financial product requiring a planning expertise that most investment brokers do not have. If you need insurance advice I suggest that you seek out the services of a life insurance professional.
.JPG){kind=avatar}
Insurance is a complex financial product requiring a planning expertise that most investment brokers do not have. If you need insurance advice I suggest that you seek out the services of a life insurance professional.