Creating Client Value Through
Fee-Only Insurance Advice
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Financial Advisor magazine explores blended policies. Click here.
RECENT PRESENTATIONS...
Help Your Clients Get the Most Out of Their Life Insurance, Milwaukee Bar Association.
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At-a-Glance: Fee-Only Life Insurance Advice
What are fee-only life insurance advisors?
- Fee-only life insurance advisors are true fiduciaries, providing independent, unbiased advice.
- These advisors receive no other form of compensation other than the hourly fees paid by their clients.
- They do not receive compensation from insurance products that their clients may decide to purchase, nor do they receive any financial incentives from steering clients toward a particular agent or company.
- Other than providing clients with the most knowledgeable and expert advice possible, fee-only insurance advisors have absolutely no vested interest in the insurance decisions their clients make.
Why do I need fee-only life insurance advice?
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