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I want you to think of choosing your insurance broker the same way that you choose your accounting firm, the same way that you might choose an attorney, the same way that you might choose your wealth advisor who’s working with your 401k and pension plans. Look at the qualifications of the individual that you’re talking to.

Make sure they have experience in the marketplace and that they can offer you their insight over time. Some brokers are going to put in more effort for your account. Some brokers will put in less effort. So you want a team that’s not overworked, doesn’t have too many clients to work with someone that’s going to be able to pay individual attention to your account and to your people who takes it seriously and really wants to do the very best job for you that they can.