World Financial Group offers people from all walks of life an uncommon opportunity, the chance to have more control of their careers, income and time. As an organization it is about to creating opportunities and pursuing possibilities. Our goal is to help people like you to become business owners, so that they take greater control of their lives and financial future and achieve their dreams.
The life insurance agent is responsible for providing advice, conducting intermediary services between the client and the insurance company, and selling life policies that payout when the life insured person dies.
To be a successful life insurance agent, you should provide good customer service by maintaining the existing client base and implementing measures to expand the customer base through active marketing, social media, and other programs. Ultimately, a top-notch life insurance agent will conduct a needs analysis for every client to ensure that the correct products are recommended.
• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly
Company Details
- Founded
- -
- Address
- Edmonton, Alberta T6x1s3, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://luismiguelfinancial.com/
- HQ
- Edmonton, Alberta
Luis Miguel Financial Services Questions
Luis Miguel Financial Services's website is https://luismiguelfinancial.com/
Luis Miguel Financial Services's LinkedIn profile is https://ca.linkedin.com/company/lm-financial-services
Luis Miguel Financial Services's industry is
Financial Services
Luis Miguel Financial Services's top competitors are
Find A Service,
Skykart Solutions,
G-Next Advertising,
Yahmihi & Co Creatives,
Crisgabriel.ca,
Ave Incorporated Investment Firm,
Furtado Real Estate Investment Firm,
Gen Wealth,
Level 3 Investment Management Inc.,
Bigseo.
Luis Miguel Financial Services's categories are Financial Services
Luis Miguel Financial Services's founding year is 2022
