Advice

1. Trust your gut instinct. Salespeople have a way of creating anxiety when none exists in search of a commission.  Never be afraid to sit on the sidelines for a bit with your retirement dollars…nobody ever looks back after a market crisis and regrets being safe. 2. Take the EMOTION out

Buying insurance can be such a hassle to do because it’s an industry associated with lies and fabrication, rather than honesty and ethics. Typically a “captive” agent is worried about earning their next free vacation to the Bahamas, not about what’s best for the client. That’s why it’s very important