February 07, 2019
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
David Lau's Perspective: Billing on Insurance
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
Educating Advisors about fee-only insurance options
The competitive advantage of Commission-Free insurance
How DPL supports fee-only advisors in client insurance conversations
