CFP, Ethics, Fiduciary Duty and License - Financial Advisor Source

The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

NOVEMBER 21, 2022

This is where a Certified Financial Planner (CFP) can step in. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning.

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Should you die and go to hell before selling an annuity?

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Do advisors breach fiduciary duty when they fail to recommend annuities? Mettler says he does not have a securities license for this reason.

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Insurance Financial Advisor Retirement License

Financial Advisor Source

The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

Should you die and go to hell before selling an annuity?

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