Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Elementality for Financial Advisors | Elements Financial Vitals System™

How to Solve the Fiduciary/Insurance Dilemma with Broc Buckles

Jun 20, 2023
22:01

As a fee-only advisor, not taking commissions is central to how you define your services. But here’s the dilemma: your clients still need commission-based products like life, disability, and long-term care insurance. On this Elementality, Abby interviews Broc Buckles of BC Brokerage, an independent insurance brokerage for the clients of fee-only planners.

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