Jun 17, 2022
5:04:23pm
5:04:23pm
^This. Your "private wealth manager" does not have your best interest in mind,
he has his own in mind. Not only should you not do it, you should get a different advisor (or really, do it yourself - it's really not hard unless you have an uncommonly complex situation.
- Bio page
- kos
- Joined
- Sep 14, 2016
- Last login
- May 3, 2024
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6/17/22 5:01pm
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6/17/22 5:42pm
6/17/22 5:01pm
I always hear this but never hear those situations, could you or someone else explain a hypothetical where it works?
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6/17/22 6:46pm
Ask him: "With respect to your advice on this whole life policy, are you a fiduciary?" and post his response here.
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The exact commission paid to the agent on the contract should be a disclosed line item on the contract.
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