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re: Financial Advisor Question
Posted on 12/17/13 at 10:52 am to Broke
Posted on 12/17/13 at 10:52 am to Broke
quote:90% of the people I meet who call themselves financial advisors are insurance salesmen. When a "financial advisor" makes a presentation to one of my clients the first thing I look at is how life insurance fits into the financial plan being proposed.
Don't get your financial advice from an insurance salesman.
The same applies to estate planners. I can't count the number of times I see an irrevocable life insurance trust as the centerpiece of proposed estate plans.
2
Posted on 12/17/13 at 10:56 am to Poodlebrain
quote:
90% of the people I meet who call themselves financial advisors are insurance salesmen.
Are they certified advisors? If not, they are breaking the law.
Posted on 12/18/13 at 6:20 am to Poodlebrain
quote:
When a "financial advisor" makes a presentation to one of my clients the first thing I look at is how life insurance fits into the financial plan being proposed.
What is wrong with that? Protection is a key part of the overall financial picture, especially if you have a family that relies on your income.
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