IRA Rollover Referral

Maybe. Lots of "financial advisors" know next to nothing about insurance - except variable annuities.

Find an independent RIA/IAR, perhaps a "fee only" advisor who cannot or does not want to accept commissions from insurance sales.

I hate recommending this association, but check with NAPFA in your area.
 
Maybe. Lots of "financial advisors" know next to nothing about insurance - except variable annuities.

Find an independent RIA/IAR, perhaps a "fee only" advisor who cannot or does not want to accept commissions from insurance sales.

I hate recommending this association, but check with NAPFA in your area.

NAPFA advisors are the independent insurance agent's best friend...
 
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