Updated Wednesday, July 23, 2014 as of 6:11 PM ET
Practice - Retirement Planning
Clients' Faculties vs. Your Fiduciary Duty
by: Margarida Correia
Thursday, November 1, 2012

In mid-September, Maggie received an unexpected visit from an insurance salesman. And the 83-year-old widow did something she shouldn't have: She wrote a check for $10,000 for a policy she didn't need.

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