For many insurance agents, selling policies is easy. However, with the expansion of many insurance companies into the financial services arena, many agents may be wondering, "How do I sell these services to my insurance clients?" While there are many similarities, financial and insurance services are two fundamentally different things. While insurance involves preparing for future events, financial services involves management of clients' money, both for now and the future. So, some agents may find it difficult to adapt their current style of selling or business model to selling financial services.