Remove Fee Only Remove Fiduciary Duty Remove Investment Advisor Remove Retail
article thumbnail

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

Sara Grillo

Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. 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?