How do most fiduciary advisors (RIAs and fee-based planners) handle their clients' life insurance needs? The answer is they don't, but think they should and would like to.
Through a new survey, the firm Saybrus Partners offers a window into these complex attitudes. You can read a summary here:
The survey revealed that many fiduciary advisors do not consider their life-insurance advice services very successful and are not often asked about life insurance by their clients.
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