Financial demands have led to rampant chronic economic anxiety within households nationwide, and that has only been exacerbated by the effects of COVID-19. (Shutterstock)
With financial stress at an all-time high due to the long-lasting economic fallout from the coronavirus pandemic, insurance agents can underscore their role as trusted advisors by offering resources that help clients maintain or improve their financial health.
Ask yourself: What is keeping your clients from improving their financial situation? Is it understanding how to manage debt? Knowledge and information about mortgages or financing? Choosing the most beneficial savings program or investing effectively? Access to money management resources?
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