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Jan 22, 20234 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

Sep 21, 20211 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 14, 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...

Aug 29, 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.

May 24, 20201 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?
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