Commission Insurance Investment Planning License 
WiserAdvisor
JUNE 2, 2023
These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.
Sara Grillo
DECEMBER 12, 2022
Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! ” Is it just the fees that are directly debited out of an account, or is the cost of a product (such as an insurance product) relevant? This debate went psycho at times. Is that a fee? What do you think?
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Sara Grillo
AUGUST 14, 2023
If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. The broker-dealer and insurance industries are still built around being opaque. Commissions are opaque. Insurance is opaque.
Sara Grillo
APRIL 10, 2023
Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.
Sara Grillo
NOVEMBER 14, 2022
In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. Are commissions bad?
Sara Grillo
SEPTEMBER 12, 2022
The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions. Source: SEC.
Sara Grillo
SEPTEMBER 26, 2022
The CFP Board allows insurance agents to use the mark and call themselves financial planners, but operate outside the regulatory reach of the SEC, and that’s a problem. The confusion is with the CFP. That’s where the confusion is coming from.
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