Fiduciary Duty and White Paper - Financial Advisor Source

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

Sara Grillo

NOVEMBER 14, 2022

Do advisors breach fiduciary duty when they fail to recommend annuities? Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators?

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Insurance Retirement License Financial Advisor

Digital Currencies, Modern Trusteeship and Change

Wealth Management

JULY 11, 2025

Also, while the smart contract movement seems to have fizzled, the idea of a trust-in-concept, existing entirely on a blockchain ledger and fully integrated with a traditional estate plan, is again showing up in white papers at crypto conferences. About the Authors Salvador C.

Estate Planning

Estate Planning Wealth Management Assets Fiduciary Duty

Financial Advisor Source

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

Digital Currencies, Modern Trusteeship and Change

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