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30 Jul 2010 On financial planners

MEMBER 231 writes:

"Some years ago a client who was studying for the Financial Planners Certificate asked me to vet his tax assignment. I checked it out (It was extremely basic on tax matters) and asked why there were so many insurance policies recommended.
It appeared to me to be more than excessive and recommended that some be deleted.

His answer was that they had to be included. Financial planning? No, sales of insurance."

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