How to Select an Agent It is important to remember that most agents are reputable professionals. Insurance agents must take classes and pass certain tests to become licensed. In addition to required exams, some agents choose to take further courses that are optional and provide the agent with additional training in various areas of insurance. These courses can lead to professional insurance designations, such as:
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Certified Employee Benefits Specialist
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Certified Financial Planner
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Chartered Financial Consultant
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Certified Insurance Counselor
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Chartered Life Underwriter
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Chartered Property and Casualty Underwriter
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Life Underwriting Training Council Fellow
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Registered Health Underwriter
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When selecting an agent, choose one who is licensed to sell insurance in Florida. Also, choose an agent with whom you feel comfortable and who will be available to answer your questions. Remember: An insurance agent may represent more than one company. To verify whether an agent is licensed, call the Consumer Helpline toll-free at 1-800-342-2762.
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