Understanding Life Insurance Over the years when reviewing existing life insurance with clients, a reoccurring theme has been that clients often don’t understand what they own or their purpose of owning the policy. When asked why they purchased the policy, a client may state that the policy was purchased by […]
Understanding the Financial Services Industry If there is one industry that can be a very confusing, it is the financial services industry. Over the years, I have had the misfortune of witnessing firsthand the consequences of poor financial decisions made by the public based on recommendations by those active in […]
The 401k IRA Rollover Have you ever seen a television commercial, billboard, or newspaper advisement that portrayed a person or company as your 401 headquarters or rollover specialist? The financial services industry has spent a considerable amount of time and energy to create marketing campaigns. These slick advertisements are designed […]
