Remove Ethics Remove Financial Advice Remove Risk Management Remove White Paper
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Should you die and go to hell before selling an annuity?

Sara Grillo

Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. They told him to read the FAQs (lol)!