• Peter C. Ciravolo

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 they should purchase their insurance products from, and remain fee-only. Fee-only means that you do not earn a commission on the sale of a financial product.

There’s an obvious, inherent conflict of interest when you both give advice and sell a product. The commissions earned from the sale of a product may taint your advice whether you intentionally do it or not.



How can we help or be of service to you?


How can BC Brokerage help with your work load?


Whether you have annual client reviews or a new client onboarding, be sure to take advantage of our secure policy upload and analysis feature on our website. Go to our website, bc-brokerage.com to start the process today.


We will return all policy analysis within 24 business hours!


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