The Life Insurance Agent as Financial Planner

July 6, 2018 by Steve Parrish

There are two major trends occurring with the insurance and risk management aspects of financial planning. First, many traditional life insurance agents are becoming financial planners, not just in title but in terms of their products, services, and fiduciary responsibilities. Second, financial planning is rapidly transitioning from a sales model to an advisory model. 

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Originally Posted at InvestmentNews on July 5, 2018 by Steve Parrish.