RIA & Insurance

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SuperMan's picture
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Joined: 2010-09-18

This might have been covered before but I could not find it.  How do RIA's deal with life insurance cases?  Can you sell life insurance and collect a commission?  Do you outsource this business?

Stig's picture
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Joined: 2010-12-17

SuperMan wrote:This might have been covered before but I could not find it.  How do RIA's deal with life insurance cases?  Can you sell life insurance and collect a commission?  Do you outsource this business?The short answer is yes. It has to be disclosed on your ADV. I know of RIA's who outsource Insurance biz, trying not to blur the line as fiduciaries. Others will gladly offer Insurance as they believe they are holistic in their offerings.

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