One commentor in my blog frequently recommended to see a financial adviser who can give a financial health assessment. He is strongly against insurance agents who sell products.
Here are my views on this matter:
1. Most people can sort out their financial priorities on thier own, by reading the relevant FAQ.
2. They can buy invest in the cost products, such as term insurance or low cost funds.
3. They can see an agent to help them to source for the best product.
4. They need to see a financial adviser only if they are wealthy or have tax and other legal issues to sort out.
5. They need to learn how to identify bad and costly products, and avoid them. If they use an adviser or agent, make sure you get an honest one, who looks after your interest.
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