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Fee-Only Insurance Planning 101
Why “Fee-Only” Matters More Than Most People Realize When people hear the word “insurance,” they often think about policies, premiums, deductibles, and claims. What many consumers do not realize is that the advice they receive about insurance can vary dramatically depending on how the advisor is compensated. In today’s financial world, understanding the difference between fee-only insurance guidance and commission-driven insurance sales is one of the most important steps a pe
Mar 145 min read
Are you a Fee-Only Planner? Connect with BC Brokerage for Your Clients’ Insurance
WEALTHTENDER.COM Disclaimer: To make Wealthtender free for our readers, we earn money from advertisers, including financial pros/firms
Jan 22, 20234 min read
Insurance Myth #3
False! You can (and should!) advise clients on what types of products they should purchase, how much they should purchase, what companies...
Sep 21, 20211 min read
Insurance Myth #2
This should be pretty obvious (especially if you've followed us the last 1.5+ years!), but it’s worth saying: this is a myth! The terms...
Sep 14, 20211 min read
Insurance Myth #1
In order to be fee-only, you and all related parties including the firm that you work for must be fee-only.
Aug 29, 20211 min read
Annuity 101 - What are annuities?
What are annuities? We've all heard about them - what's the good, what's the bad, who are they for?
May 24, 20201 min read
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