This should be pretty obvious (especially if you've followed us the last 1.5+ years!), but it’s worth saying: this is a myth!
The terms fiduciary and fee-only are not the same. You can absolutely do what is in your client’s best interest and be a fiduciary to that client while still selling them insurance. But that doesn’t mean you can call yourself fee-only.
By definition being fee-only means you can’t be earning commissions -- and you can’t be in a position where you could earn commissions. Insurance compensation is based completely on commissions.
How can we help or be of service to you?
How can BC Brokerage help with your work load?
Whether you have annual client reviews or a new client onboarding, be sure to take advantage of our secure policy upload and analysis feature on our website. Go to our website, bc-brokerage.com to start the process today.
We will return all policy analysis within 24 business hours!
Comments