Expert Q&A

Can a financial advisor assist with life, disability, long term care and other any other type of insurance product I may be interested in?


Related Topics: Financial Planning, Life and Disability Insurance, Retirement Planning
Related Tags: Financial Advisor, Life Insurance, Disability Insurance, Long-term Care Insurance
Douglas Bragg
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Answered 10 months ago

Most financial advisors have a good working knowledge of Long Term Care, life and disability income products.

Finding the one with in depth knowledge is important

David  I. Strunc, CRPC
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By David I. Strunc, CRPC - Sunrise Wealth Advisors, Inc.
Answered over 2 years ago

Yes, if the advisor has the proper licenses in the state you live in to conduct life, heath, and var annuity along with their series 7 for stocks and series 6, 63, or 66 to offer consulting and fee based advice.

William A. Mack
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By William A. Mack - Wealth Advisory & Management Corporation of America
Answered about 3 years ago

Yes. That is of course, depending on their accreditations, licenses, and specialties.

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