Distribution Fiduciary Duty License 
Darrow Wealth Management
OCTOBER 1, 2024
Probate is a legal process where certain assets that were owned in the individual’s name are distributed by the probate court. The probate court will use the will to help guide their distributions and other decisions. Estate and tax law varies by state, so you’ll need an attorney licensed in your state.
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. 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? Mettler says he does not have a securities license for this reason.
The Big Picture
JUNE 20, 2023
It had been prevented, had been barred from that before because of this fiduciary duty idea and also because of the opacity of these instruments. Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows.
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