I have talked with a life insurance agent in Fort Lauderdale, Florida FL who asks about my family background, my assets, how many children I have and other financial matters. Should I disclose everything he asks or not? Looking forward to your kind assistance.

Debbie

Fort Lauderdale FL

Hi Debbie

Usually, life insurance agents need to ask these details because it would guide them to the right life insurance product that they need to offer you in Fort Lauderdale Florida FL. But what you should be warned of is never to expose or reveal very personal matters, such as bank account numbers, Pin number, SSS numbers, exact value of the assets and other relevant details that will expose you to risk of theft – even if you trust the life insurance agent so much. Just be sure that the details you give to your life insurance agent in Fort Lauderdale FL is related to your life insurance needs.

Life insurance agents in Fort Lauderdale Florida FL should be vigilant to ask these questions because most prospective clients back off in these questions. If your life insurance agent in Fort Lauderdale FL does not practice such vigilance then it means that he has no proper selling ethics. In which case, you should not trust him. But if he asks in a way that is relevant to life insurance products that he is offering, then its ok to reveal some data about yourself. This way, you can be guided of what you really need and what life insurance suits you. Again just don’t reveal the more detailed one. Otherwise, if he insists in knowing these deep details, it’s just right to suspect him as thief or con.

Tags: life insurance, life insurance application, life insurance fraud