Investors.com - Best Insurance Advice For Life, Disability, Medical? Add Expertise - Scot Hanson, May 15, 2015
It usually happens sooner, not later. New financial advisors realize that their clients want insurance advice along with investment advice. To round out their knowledge, savvy advisors gain insurance expertise to meet their clients' expectations. That allows them to integrate retirement planning with medical, disability and life insurance recommendations.
Insurance is just one of the areas where financial advisors need to keep up to speed to serve the needs of retiring baby boomers and later generations.