How Life Insurance Policy Reviews Trip Up Fiduciary Advisors
December 1, 2023 by John Manganaro
The Certified Financial Planner Board of Standards recently published a new guide highlighting key areas in which state-based annuity sales rules fall short of the organization’s own fiduciary standards.
The guide’s publication quickly sparked conversation among insurance sales professionals and financial advisors about the significant murkiness of the regulatory waters when it comes to advisors and insurance.
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Originally Posted at Think Advisor on November 30, 2023 by John Manganaro.
Categories: Industry Articles