Several other firms offer similar services. This form is supposed to describe the planner's qualifications, record any official comments about the planner's record and tell how much the planner charges for his or her services.
Planners make a living on commissions, fees, or both.
The most objective planners may be the ones who work for a fee they won't be tempted to push you into the products on which they make the highest commissions. Such attorneys should be consulted by individuals seeking to determine the best way to leave their estates to their heirs, including methods that will create the lowest inheritance tax burden. Every state has an insurance commissioner s office where you can find out whether complaints have been lodged against a particular agent. Ltd. All rights reserved.