I am meeting soon with a guy from one of the many companies selling PRSA's. I want to setup a PRSA he wants to sell his. Can you adivse as to how I made a good choice regarding the company to choose. Besides the charges aspect which I can compare, how/where can I see comparisions of products, past performance etc?
Obvious question - how do I choose the best company and product to take care of my future?
Thanks.
A tied agent is not independent and is basically somebody who will try to sell you products from one specific provider. A good multi-agency intermediary or authorised advisor should be much more independent. IFSRA can give you a list of regulated intermediaries but you probably to narrow this down based on recommendations. I have no idea how much you might pay for advice. I would suggest that you check out at least these sites mentioned in other threads about PRSAs: