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[Insurance] 5, Agent vs. Broker

[Insurance] 5, Agent vs. Broker

Open Exam Prep · Ran Chen, EA, CFP®

March 17, 20253m 59s

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Show Notes

Agents represent insurers, while brokers represent policyholders, impacting policy negotiations. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

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