Wednesday, April 30, 2014

Policy expenses should be separated from performance | Product Due Diligence

Prudent investor models separate product expense loads from product performance. The current product expense loads should be a reference point to measure between policies and the industry norms. The projected performance is an undetermined future event which skews the validity of a proposal, which can create a false expectation to a prospective client. Nationally recognized product due diligence expert Barry Flagg, CFP, CLU, ChFC, is interviewed by Steve Savant, syndicated financial columnist and talk show host, on this episode of "Let's Get Down to Business."

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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