A Financial Professional Is Wanted by Most - Lifequotes.com

A Financial Professional Is Wanted by Most

Most customers want to work with a financial professional because they recognize the importance of reviewing their needs and receiving personalized assistance.

According to a LIMRA survey, 50% of middle-market consumers prefer to buy life insurance face-to-face with a financial professional, while 75% want an advisor who can educate, listen, and build trust.

The Top Knight program was established by AIG to help agents be recognized for what they do in building and protecting the lives of so many people by providing life insurance. Clients can virtually meet top agents who present their own success stories on AIG’s YouTube channel. Regina Barrack, an AIG agent, has assisted nearly 7,000 customers in obtaining life insurance protection.

The LIFE Foundation’s LIFEstories Client Recognition Program honors licensed insurance professionals who have demonstrated exceptional dedication to client service and have helped families in times of great financial need through their insurance advice and assistance.

The program honors insurance professionals for providing exceptional service to a family or individual, while the personal experiences of those who have benefited from life, long-term care, disability, and health insurance are used to encourage Americans to assess their insurance needs.

“Too often, people overlook the critical role insurance plays in protecting and maintaining their families’ financial health,” said Marvin H. Feldman, CLU, ChFC, RFC, President and CEO of the LIFE Foundation. “The agents featured in this year’s real LIFEstories program, as well as the stories of the families whose lives they’ve touched, serve as a reminder of the importance of personal financial responsibility, and how an insurance professional can provide the guidance needed to ensure a family has the right protections in place should life throw them a curve ball.”

“At American Family, the customer is at the center of everything we do, and these agents have proven they are committed to consistently providing the best experience,” said Bill Westrate, chief operating officer of American Family Insurance.

The service excellence distinction was awarded following an evaluation process carried out in accordance with the guidelines established by the American Star Excellence in Customer Experience Certification Program. A customer satisfaction survey is used to assess customers’ overall experience with their current American Family agent.

Rewarding exceptional agent and advisor service emphasizes how the consumer can truly benefit from that person’s or company’s knowledge, experience, and concern for others.