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- #21
Investment advice and health insurance advice are wildly different things.
There must be some reason you feel that these "low income" folks can afford to pay your fee?
Sounds like you're hoping. Are they seeking "expert advice" now? Wouldn't it be great if logic sold?
It must be fun quoting my "speculation" from over 3 years ago before we knew anything about the law. Commission was built in, so there is no need for a fee. I'm not even an RIA anymore. And yes, I know the difference between financial and insurance planning. Done them both over my career. Move on.....next!