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SELF ASSESSMENT

Test What You Know About How Advisors Really Work

Millions of people take financial advice without knowing which rules the person giving it must follow. These six questions test what you know about standards of care, compensation, and the protections you are entitled to, with an explanation after every answer.


6 questions · ~3 minutes

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Alan Trotsky
Alan Trotsky Insurance and Retirement Specialist Trotsky Insurance

Alan Trotsky has been a financial professional for over 40 years. Prior to entering the insurance industry, Alan worked as a CPA serving clients with tax and financial planning. He also has experience providing consulting services to numerous businesses in various industries.

For over 10 years, Alan has transitioned to helping individuals and businesses with their insurance and financial needs and is licensed in the State of Michigan.

Alan works extensively with those on Medicare and specializes with their Medicare options and choices. He also assists with Social Security planning as well as other Insurance needs.

As an independent agent, Alan represents many major companies and offers a wide array of product options such as Medicare supplement and advantage plans, prescription drug plans, Life and Health, Annuities, and others. Alan’s promise is to assist you in finding the best product at the best prices based on your needs.

When Alan is not assisting his clients, he enjoys spending time with his family including his two grandchildren, which keeps him quite busy. He also enjoys following the local sports teams and is a big college and professional football fan. He also likes to exercise by riding his bicycle whenever he has the chance. He has lived in the metro Detroit area for over 40 years.

Alan earned a Bachelor of Science degree from The Ohio State University and an MBA in finance degree from Wayne State University.