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In the insurance world (at least in the states I'm licensed), the guiding standard and requirement is to offer an appropriate solution. Sometimes, a presented solution is not necessarily the best solution. Insurance and financial professionals have latitude to present solutions that may fit, but because of the compensation, are offered first, and/or highlighted over what most would consider the best solution.
As long as a presented solution it's appropriate and reasonable, it passes muster.
I have a higher standard that I operate 1 Reason Insurance with.
I pledge I and everyone working at 1 Reason will always offer and highlight what is believes to be the best solution I/we have available, regardless of the compensation.
In a nutshell, 1 Reason Insurance uses the "mom test", making sure moms and wives are proud of how people are treated.
Robert Weinstein is a husband, dad, stock market junkie, real estate broker, and of course…Insurance agent. Interests include my family, economics, marketing, technology, real estate, finance/investing, history, and Asia.
Robert’s insurance expertise includes having the designation of Certified in Long-Term Care (CLTC) and assist in asset protection for families with members entering retirement.
Robert is also an accomplished syndicated writer whose work can be found in TheStreet, MainStreet, CNBC, Forbes, Yahoo Finance, Seeking Alpha, MSN Money, The Money Show, Stock Saints, Motley Fool, Fidelity, Minyanville, RealMoney Pro, and many national and international newspapers.
