Tuesday, April 10, 2012

Have I Got a Deal for You?

Below is a copy of a solicitation we are prone to get from product vendors marketing to "financial planners."  This is just one of many we receive everyday trying to get us to SELL products to our clients.  Annuities, mutual funds, viatical settlements, retirement plans and insurance are the most common "...hottest but less known investments..."  we see.  Most often these "hottest ...investments..." are based upon concepts that we use, but have been turned into something iffy. 
This "...savvy Financial Planner..." thought people with whom he works would like to see WHY some people who call themselves financial planners might recommend a product like this.  Consumers come across these ads in newspapers, internet, radio and TV.  Like Paul Harvey used to say here is "The rest of the story."






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