Question

Marcy advises her clients on investments, taxes, wealth management, estate issues, budgeting, and insurance. marcy is also a licensed life insurance agent. when marcy sells life insurance to a client, the distribution channel used is a(n) direct writer. insurance broker. stock broker. financial planner.

Answer 1

When Marcy sells life insurance to a client, the distribution channel used is a financial planner.

A financial planner helps someone create financial plans to set them up for their future. They advise their clients how to invest, save, and grow their money. The aspects of a financial planner can vary based on your needs and wants but overall, they will help you in anyway, financially.

Answer 2

The answer is "financial planner."

A financial planner is a qualified investment proficient who enables people and organizations to meet their long haul money related destinations by investigating the customer's status and setting up a program to enable the customer to meet those objectives. Financial planners have some expertise in expense arranging, resource allotment, chance administration, retirement and additionally estate arranging.