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My sister recommended me to an advisor. I think he’s just an insurance agent. Advice?
My sister recommended me to an advisor. I think he’s just an insurance agent. Advice? Hey y’all, I’m 31 and just recently came into a large sum of money. $250,000 total through a life insurance payout. I’ve never touched this amount of money in my life. Neither me nor my parents nor grandparents. My sister uses a guy for finances so I thought I should try him out. I’ve spoken to him a couple times, nice guy, but the conversation ...
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