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Advisor Revelations: Not Your Father's Insurance Products

BY Bob Morrison CPA/ PFS, CFP
March 15, 2021
 

DPL Consultant, Nicole Benz interviews Owner of Downing Street Wealth Management, Bob Morrison, on how he incorporates Commission-Free insurance into tax planning strategies and why advisors should pay more attention to insurance now, more than ever. 

Video

May 15, 2021
Listen to DPL's newest advisor podcast series; Advisor Revelations and A Day at DPL. You...