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Onalaska WI | I am an insurance agent and my advice has nothing to do with insurance. We have similar problems when you recommend what you think is best for someone and they do not want to do that. From a legal standpoint, make sure you have your recommendations signed on the accepted or declined side. You are giving professional advice. If he comes back in December asking why his yield was crap this year and says it was your fault, it is nice to have something backing his decision in writing. | |
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