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Round Table | How to Choose a Life Insurance Company and Agent When Starting to Become Your Own Banker
20th July 2021 • The Wealth Without Wall Street Podcast • By Russ Morgan & Joey Muré
00:00:00 00:32:33

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When pursuing financial freedom, you must expand your knowledge about opportunities to grow your wealth. But how do you do it the right way? How do you know if an agent or financial advisor has the skills and abilities to teach you how to improve your financial situation? How can you tell a real expert from a fraud? Here are a few steps you can take:

  • The first step is clarity. What exactly do you want to achieve? You have to be clear about your desired outcome before you can decide whether or not someone fits your criteria. 
  • Next, research potential candidates. Are you looking for a regular insurance agent or a financial coach who understands how to use IBC as a financial system? 
  • Check your prospective coach's website or social media profiles to learn more about their background. See if that person's life emulates the goals you want to achieve and the values you hold. You want someone respectable and trustworthy. With enough research and due diligence, you should be able to find the best coach for you. 

For more insights, tune in to this round table and hear from reliable coaches whose passion is to teach people how to achieve wealth without trading time for money. You might not have to look far to find the right advisor!


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