Annuity regulation

Roccy Defrancesco
Many insurance agents and financial planners offer to draft living trusts where they not only give advice for a fee on what a client should do, but they actually draft the documents just as though they were attorneys. While there are a few states that allow this, most states frown upon it; and now Florida has specifically outlawed it.
Click here to continue reading

Recent Regulation Articles

Daniel Williams

John L. Olsen, CLU, ChFC, AEP

Mike Patton

kstartt

Warren Hersch

More Articles