Remove Fiduciary Duty Remove License Remove White Paper
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Should you die and go to hell before selling an annuity?

Sara Grillo

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.