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Pet Peeves

Your best defense against unscrupulous advisors is to help us uncover deceptive practices.

Join our soapbox and spread the word:

 

Peeve 1 - “Be Your Own Banker”

Life insurance agents have many schemes to sell permanent life insurance. Life Insurance Agents are continuously devising new methods to disguise either themselves or the product; sometimes both at the same time.....

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Peeve 2 - “My Financial Planning Services Are Free”

NASD Registered Investment Representatives often offer free financial planning services and seminars. In this arrangement there is no charge for analysis, advice or preparation of a financial plan.....

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