I was walking along a bus interchange and there was a road show by a prominent insurance company. There were many agents approaching anyone who dared to venture near them. Obviously, that created a kind of inconvenient bottom neck along the walking path as many avoided the area.
That got me wondering – Why are people so afraid of Insurance Agents?
Perhaps it is the confusion towards approaching an agent prepared. Hence, I thought of some things to ask beforehand for a meaningful session.
Qn 1 – What experience do you have?
Much like going to see any professional, i.e. a doctor, surgeon, dentist, lawyer, etc, one needs to have the confidence. So, it is a fundamental question as to the agent’s qualifications and licensing.
In addition, we would like to hear the agent’s history to handling past claims or investment track record.
Qn 2 – What are your …