But my comments go far beyond the stage of illegality. They involve ethics. This same group are required to take NO courses in insurance ever, pay no money to the state department of insurance and are under no state auditing controls. I posted this comment on the issue of ethics in February 1998. It also picks up the fact that the national publications are not focused on ethics either.
Worth magazine publishes a directory of planners it has found to be the best in the country.
Some are good. Some are liars. Worth was notified in 1994 of the illegal activities of a number of its selected planners in California. It did nothing and these planners gained a completely undeserved reputation. Worth continued to extol the virtues of these same planners this past year.