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Many stock brokerage firms and insurance companies have wooed Attorneys and Certified Public Accountants to refer to them. They have set up plans whereby the attorney or CPA would be entitled to part of the commission for referring clients and recommending product.

This firm has never agreed to split fees with stock brokers or insurance agents. We feel that regardless of the legality or ethics of doing so it would compromise independence and the advice could be viewed as being motivated by profit objectives. All recommendation for the purchase of insurance or stocks to be purchased (where Steven M. Katz is the trustee of a trust or Personal Representative of an estate) are made with complete independence.

 

 

 

 

 

 

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E-Mail Steven M. Katz: smkatz@intr.net

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