179 Welcome to Chi Phi Pi

Don't let the title fool you. We're not actually starting our own sorority. But we do think that it's a shame that the CFP board recently compared itself to one in a recent court case where they were being sued.

We thought it was an organization dedicated to upholding a professional standard in the financial planning community?

We're talking about that recent court ruling and a few other things today on the Financial Procast.

Here's a rundown:

1031 Exchanges Could Become a Thing of the Past

Specialized Mutual Funds Try to Beat Income Annuities

The CFP Board Reduced to a Sorority

Well known fee-only adviser says annuities aren't all bad

As always, if you’d like to reach out to us with a question, comment or anything in between you can contact us here.

 

About the Author Brantley Whitley

Brantley is a practicing life insurance agent and has been for over 18 years. After years of trying to sell like his sales managers wanted him to, he discovered that people want to buy life insurance if you actually explain the benefits.

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