At the beginning of my career my overseers used regulatory guardrails like a prison cell to isolate me and other insurance producers. And more to the fact, they had no facts as they gutted our advertising and client communication on insurance products and their related topics. I was raised in the pre-Vatican II era of the 1950s, … [Read More...]
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No one is altruistic. We’re not a nonprofit organization. Most advisers don’t have time to pay it forward. We all need to generate revenue. But when ethics and economics collide, it’s a moment that measures you as a human being. In that moment you experience a crisis of conscience. If you don’t act on your conscience in the moment of … [Read More...]