Types of Financial Advisors
Fee Only Advisor
Glossary:
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Captive Agent
A captive agent is an insurance agent working solely for one insurance company, rather than on their own as an independent agent. As a result, the product options that captive agents are able to discuss and sell are limited to the company with which they are contracted. In contrast, a broker or independent agent would have access to a broad array of products from a number of different companies.
