Wesley Costa Director of Marketing and Education - LISA


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CFP Board Proposal to Extend Fiduciary Duty Could Improve Awareness of Life Settlements

Jun 29, 2017 6:09:00 PM / by Wesley Costa Director of Marketing and Education - LISA

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This summer, the Certified Financial Planners (CFP) Board is proposing some bold changes to their fiduciary standards. Many of the approximately 77,000 CFPs in the United States could be impacted.

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