An investment advisor, also known as a financial advisor, has gone through special training to earn credentials indicating that they have the expertise to offer investment advice and products to you. Our financial advisors will put your interests first. This means that any recommendations they make to you will be tailored to your specific needs, preferences, and financial circumstances.
An insurance agent is trained and licensed to offer you the right type of policies and coverage amounts to suit your needs and financial situation. Insurance agents also stay in touch after the policy is purchased, checking in periodically to make sure that it's still the best fit for you. Since we consider life insurance the foundation for most financial plans, your insurance agent should be an important part of your financial planning team. Find out more.