Monthly Archives: April 2016

Financial Planning vs. Life Insurance

Financial Planning vs. Life Insurance I am a life insurance agent in the State of California with a Bachelor’s degree in Financial Planning. According to my studies, financial planners typically review seven broad areas related to their clients. Current financial … Continue reading

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U.S. sets new standard for financial advisors

(The article below discusses the new rule being set by the U.S. Labor Department that will require financial advisors to put the needs of the clients first. My first reaction is – why did it take so long to create … Continue reading

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