What stewardship responsibilities do agents have towards clients?

Agents have a fundamental stewardship responsibility to act in the best interest of their clients. This includes providing informed choices regarding insurance needs, which means taking the time to understand each client's unique situation, goals, and financial capabilities. By doing this, agents enable clients to make educated decisions about their coverage options, fostering trust and ensuring that clients secure policies that best fit their circumstances.

The role of an agent goes beyond just selling insurance; it encompasses advocacy for the client. This relationship is built on the premise that agents should work diligently to recommend policies that offer genuine value and protection, rather than prioritizing their own financial gain or pushing for quicker sales. Therefore, by focusing on the client's needs and providing relevant information, agents can help clients achieve better insurance outcomes, ultimately enhancing the overall experience within the insurance process.