Page 1 of 1

Where can I get advice on an insurance product?

Posted: Thu May 26, 2022 5:44 am
by Foremost
My wife and I are considering an annuity from Allianz and would appreciate professional eyes giving the policy a once-over. Where can we go for help?

Re: Where can I get advice on an insurance product?

Posted: Thu May 26, 2022 6:26 am
by RetireJapan
Independent financial planner: https://www.jafp.or.jp/

Re: Where can I get advice on an insurance product?

Posted: Thu May 26, 2022 6:58 am
by Foremost
Thanks, Ben.

Perhaps I should have noted this Allianz product is out of the US and not Japan.

My wife and I contacted more than a dozen advisors on that list and only _one_ was at all capable or interested in advising on anything but Japanese financial products. The one we spoke with at more length was trying to sell us an insurance wrapper.

Maybe someone here has personal experience with a trusted advisor and wouldn't mind referring us.

Re: Where can I get advice on an insurance product?

Posted: Sat May 28, 2022 1:35 pm
by beanhead
If it is a US-based product, perhaps an advisor in the US would be better than one based in Japan?

Re: Where can I get advice on an insurance product?

Posted: Sat May 28, 2022 3:31 pm
by Tkydon
May not be useful, but this is a UK Site about annuities

https://www.moneyhelper.org.uk/en/pensi ... ing-around