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Steve Parrish, JD, RICP®, CLU®, ChFC®
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- The Life Insurance Agent as Financial Planner5 Jul 2018—Investment NewsThere are two major trends occurring with the insurance and risk management aspects of financial planning. First, many traditional life insurance agents are becoming financial planners, not just in title but in terms of their products, services, and fiduciary responsibilities. Second, financial planning is rapidly transitioning from a sales model to an advisory model. The regulatory, economic, and demographic factors that are driving these trends are less important than their consequences. As...
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