Most People Want a Financial Professional - LifeQuotes.com

Most People Want a Financial Professional

Most consumers want to work with a financial professional because they understand the value of reviewing their needs with personalized assistance.

In a LIMRA study, 50 percent of middle market consumers said they prefer to buy life insurance face-to-face with a financial professional, while 75 percent said they want an advisor who can educate, listen and develop trust.

AIG established a program that really helps agents be recognized for what they do it building and protecting the lives of so many by providing life insurance called the Top Knight program.  In AIG’s YouTube channel, client’s are virtually face-to-face with top agents who present their own success stories. One such AIG agent Regina Barrack, has helped almost 7,000 customers to access the protection of life insurance.

The nonprofit LIFE Foundation  offers a program  called the LIFEstories Client Recognition Program, honoring licensed insurance professionals who have demonstrated exceptional dedication to client service, and through their insurance advice and assistance, have helped families in times of great financial need.

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

“Too often, people overlook the crucial role insurance plays when it comes to protecting and maintaining the financial health of their families,” said Marvin H. Feldman, CLU, ChFC, RFC, President and CEO of the LIFE Foundation. “The agents highlighted in this year’s real LIFEstories program and the stories of the families whose lives they’ve impacted, serve as a reminder of how important it is to take personal financial responsibility, and how an insurance professional can provide the guidance needed to make sure 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 all we do, and these agents have proven they are committed to consistently providing the best experience,” said Bill Westrate, American Family Insurance’s chief operating officer.

The service excellence distinction was determined through an evaluation process conducted under guidelines established through the American Star Excellence in Customer Experience Certification Program. The process consists of a customer satisfaction survey, which measures customers’ overall experience with their current American Family agent.

Rewarding outstanding agent and advisor service really brings home how the consumer can truly benefit from that individuals or companies knowledge, experience and concern for others.

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