Independent Financial Advisors
June 26th, 2010
No comments
Can I take a supposedly independent financial adviser to court for “policy churning”.?
When taking out an endowment Mortgage, he advised us to cash in a policy we had for a number of years, losing a considerable sum, to take out his policy he was pushing, probably getting a bonus for new business and now it has a considerable shortfall.
It’s unlikely that you have a case if you have only changed policy once. Proper churning would involve lots of changes of policy. It sounds like you’re bitter about having made an unwise investment choice. Why did you cash in a policy that made you lose “a considerable sum”?
President-elect Obama names key regulatory appointments
|
|
UK Independent Financial Advisors 1997 … |
|
|
Agent Groups Blast Proposed Federal Charter Option.(Independent Insurance Agents of America and National Association of Insurance and Financial Advisors … & Casualty-Risk & Benefits Management $5.95 This digital document is an article from National Underwriter Property & Casualty-Risk & Benefits Management, published by The National Underwriter Company on February 5, 2001. The length of the article is 501 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase…. |
|
|
Agents Ponder Appeal Of Bank Ruling.(insurance agents; bank insurance law)(Brief Article): An article from: National Underwriter Property & Casualty-Risk & Benefits Management $5.95 This digital document is an article from National Underwriter Property & Casualty-Risk & Benefits Management, published by The National Underwriter Company on October 15, 2001. The length of the article is 439 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase…. |