Tag: insurance products

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...

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