Utilizing Insurance in a Fee-Only Practice

B (1)
B (1)
Main
5/17/2018
1:15 PM - 2:05 PM
Learn how the insurance industry is evolving to meet the needs of fee-only, fiduciary-oriented advisors given the onset of low-cost, commission-free insurance products. The presentation will explore several common client values and scenarios to highlight how insurance solutions may complement investment strategies as part of a holistic plan.