|a Financial Advisor is someone you can trust and be comfortable with|
- How are you being compensated for this engagement?
- How knowledgeable are you about the products you are offering me?
- Do you have insurance policies of your own?
- What's you location and limitations? Could you meet me any time there's an emergency?
- How will you be updating me about my policy and investments?
|prepare NOT to fail by finding a financial advisor today!|
By the way, I advocate for financial literacy for fellow Filipinos and dream to see all of us living better lives. If you are interested to talk to a competent and reliable financial advisor, let me know so I could refer you to ours. She handles my and my husband's Sun Life policies and is very accommodating in answering any questions we have. FYI, she will not pressure you to buy anything. Just let her explain to you your life insurance policy options and then you can decide whether you'd also like to build a trustworthy relationship with her or not :)