As advisors, we invariably get a lot of questions on insurance or investment plans from our clients whose bankers have tried to sell them. And boy are we glad they asked us before they commit to it! Many a time there are better plans out there, or perhaps the banker didn’t explain the product properly, leading to some misconceptions about the plans.
I wonder what about the many people who have no one they can ask for an objective comparison?
Hence I will be starting a series called “Did your banker try to sell you that” or [DYB] for short.
Please get in touch with me via the contact form below if you would like to understand more about the plan you have been recommended or if you would like a comparison. Always compare before you commit!
Watch this space 🙂