In day of age, the insurance agent can have numerous titles. Your insurance agent may be a financial planner, CFP, financial representative, bank manager, etc. You have so many options how do you choose. While many of us use the same agent mom and dad used, often it is a referral from a friend or relative. You know the call, "hello Ms. Smith this is Ben Miller from XYZ Insurance Company, the reason I am calling you, your friend Carol Murphy said you might be someone who needs to review your insurance program, are mornings or afternoons better for you." Does this sound familiar? It is reality in which we live, but today you will receive inside tips on how to recognize a good agent.

Does the person seem calm? (If not they maybe on their way to big-time client's house or have them coming to their office)
Does the person talk really fast? (Probably just a salesperson.)
Does the person listen well? ( If yes this could be your insurance agent for life.)
Does the person seem interested in what you think?
Does the agent takes the time explain your insurance options.
Do I feel like I know my agent?
Does the person remember my name before and after our initial meeting? (This is Key)

Disclaimer: Always consult a financial profession to determine what coverage is right for you.

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