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As Quoted…
Career agents are often perceived, fairly or not, as representing one company and its products over the best interests of the client. These perceptions have long existed, but they especially have mattered in the years following the 2008 financial crisis and most recently from the fallout of DOL Fiduciary debate…
Lion Street’s Kurt Shallow, in his article ‘The Road to Independence – Is it Time for Your Practice to Make the Move?
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