Fee Only

  • 2002 0802 – iamafidiciary.com – Illegal Practices Of Fee-only Financial Planners In The Business Of Insurance (Problems and Solutions), by Nigel Brian Taylor – 49p – <Bad Link>

  • 1978 12 – GOV (House – Report) – Life Insurance Marketing and Cost Disclosure Report Together with Dissenting Views, John Moss (D-CA)  —  [BonkNote]
    • (p16) – Finally, we recommend that the NAIC, the FTC, or both, study how to encourage (a) the development of professional insurance consultants who would provide advice to consumers for a set fee, and…
  • 1984 – SOA – Individual Term Portfolio Management, Society of Actuaries – 22p
    • MR. JONSKE: Fee for service still is a very new and novel approach, as most
      of you are aware, but it is something that is evident in the marketplace.
      • I think LIMRA, in a study which they completed last year, said from 10% to 20% of all agents out there do charge fees.
      • You will find that many agents who are charging fees, on top of the normal commission products, are not willing to cut their commissions immediately.