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4 ways an insurance advisor can help you
October 19, 2020 at 7:00 AM
insurance advisor working on report for client

You’ll want to work with an insurance advisor before making any lasting insurance decisions, especially if you own a business or make a significant amount of money.

Insurance is a complicated matter, so you deserve to know what exactly you’re getting into before you dive in head-first.

Not thoroughly convinced you need an insurance advisor? Here are four more reasons why you should consider working with one.

1. They break down complicated insurance questions or concerns with ease

Think of your insurance advisor as your knowledgeable expert on all things insurance. This is their area of expertise, after all, and a reliable advisor will be able to shed some light on especially complicated matters or insurance policy terms you encounter.

2. They save you time and money on your insurance policies

An insurance advisor’s expertise also means that they can shop around for the best policy terms for your unique needs and budget. So instead of searching for suitable policies yourself, your advisor can match you with the right policy sooner — and possibly even save you some money in the process.

The best advisors are familiar with the products offered by every insurance company and act in your best interests, so they’re able to find insurance plans that are best for you — and not just themselves or the firm they work for.

3. They walk you through the insurance process

Insurance advisors are able to provide you with a comprehensive report on the best insurance plans and policies for your needs, and they’re also there to assist you with any life-changing events that may affect your insurance in the future.

Starting a claim on a life insurance policy, for example, isn’t an easy process for a grieving family, but an insurance advisor can help make things as easy as possible for you and your loved ones.

4. They may be able to offer additional insights outside of life and business insurance

Some insurance advisors also work as financial planners. In cases like these, they can also help you with other financial matters, like debt relief and investment management.

If you approach your financial matters with a “less is more” approach, you may find immense value in having only one person in charge of your insurance and financial planning needs. If so, you’ll want to look for either an insurance advisor with financial planning expertise, or a financial team with different experts handling different aspects of your finances.

Get started with an OWLFI insurance advisor today

When it comes to insurance advising, you can’t go wrong with OWFLI’s team of battle-tested experts. Although insurance is one of the newest additions to our suite of products and services, it has already been a popular request from customers looking for comprehensive life and financial protection.

However, don’t think that’s all we have to offer though. You can turn to us for retirement planning, estate planning, tax advising, and investment management as well. Additionally, you have the option to work with one of our in-house attorneys for advice on any legal matters involved in your financial planning as well.

Ready to get started? Contact us using the form on our website to set up a consultation with one of our financial experts. On the other hand, if you have any pressing questions or concerns about our services, you can get in touch with a member of our team directly by calling 913-441-8380.