My insurance agent sold me whole life insurance as an investment and after ten years I realized I would have made more money in a basic savings account.
More people experience this than they realize.
You are recognizing how trusted advisors may profit from products that serve their interests rather than yours.
“Where Are You with Consumer — Insurance Practice?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.