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As an insurance advisor or Agent, I provide specialized guidance and advice for investment in various insurance schemes.
I provide financial advice to clients on retirement planning, investing, and protecting against risks. I complete a financial needs analysis with clients, including assets and liabilities, tax status, insurance, and risk analysis.
- Meeting with clients.
- Offering specialized financial guidance and advice.
- Completing financial needs analyses.
- Creating and explaining customized plans.
- Utilizing knowledge of tax investment strategies.
- Assessing clients’ financial portfolios.
- Analyzing clients’ risk. -Encouraging clients to invest in the future.
- These are some of my ethical duties.
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