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Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. You can keep up with Taylor on LinkedIn and Twitter. Lazetta Braxton.
BARRY FLAGG OR STEVEN ZEIGER: So the regulation is clearly written towards the insurance agent with the insurance broker, but every fiduciary ethically should demand that the financial services person involved in the insurance, that they follow the tenants of this regulation. So ethically, I think it applies everywhere.
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