insurance products

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Should Financial Planners Implement Their Own Plans? – upd May 2015

One of the seamier sides of the financial services industry is reps and agents who use financial plans to help them sell investment and insurance […]

Is Wealth Management Only for the Wealthy? – upd April 2015

Wealth management has become a set of buzzwords that financial advisors use when they sell investment and insurance products. It certainly sounds good. Consequently, you […]

5 Reasons Why the Location of Your Financial Advisor Does Not Matter – upd Jan’15

Many of the best financial advisors are located in major cities. Millions of investors, who use the services of financial advisors, are located in smaller […]

Financial Planners May Be Scam Artists – Upd Oct’14

There are hundreds of thousands of advisors, sales representatives, and insurance agents who claim to be financial planners. Planning by legitimate planners is one of […]

5 Tips for Selecting the Best Financial Planner – Updt Oct ’14

Are there fake financial planners? You bet there are and they are extremely dangerous. Fake financial planners provide bogus financial plans that are designed to […]

Is Your Financial Planner an Insurance Agent? updated Oct’14

It used to be 70% of all financial planners were insurance agents who call themselves planners to facilitate the sale of life insurance and annuity […]