Financial Pitfalls: Now You Know the Rest of the Story...
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.....
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.....