Showing Category: Fiduciary Approach
Fiduciary Approach

Set Up for Success, Insured: The Fiduciary Infrastructure Put in Place

Expanding your fiduciary knowledge alongside Palladium Group’s easy, education-oriented process adds continual value for you and your clients. Focusing on the remaining nine key aspects of the fiduciary infrastructure, we call your attention to the importance of aligning all areas of a fiduciary practice around these standards – including insurance.
Fiduciary Approach

Set Up for Success, Insured: A Step in the Right Direction with a Fiduciary Infrastructure

A fiduciary standard in the life insurance and annuities industry is a relatively new occurrence. Regulations mandate that you must have a solid infrastructure supporting your fiduciary practice before a best interest recommendation is made. Palladium Group views its fiduciary insurance infrastructure to contain 10 important key aspects.
Fiduciary Approach

Set Up for Success, Insured: A Fiduciary Approach

As an RIA, life insurance and annuities are assets you will encounter within a portfolio or consider as you develop a client’s financial plan. Your fiduciary duty never waivers, but whether federal or state fiduciary regulation applies depends on several factors. Nonetheless, Palladium Group will mirror your fiduciary obligation.
Fiduciary Approach

Fiduciary Approach for Insurance Planning

In my 20 years of working in this industry, I’m not sure I’ve seen the insurance space struggle with something as much as they have in adopting a fiduciary approach, particularly when it comes to working with fee-only advisors.