TopHot
Financial/wealth advisor thoughts
Financial/wealth advisor thoughts I had a financial advisor reach out to me on linked in. We had some mutual acquaintances and he is local to where I live, so I figured I would give him the opportunity to pitch me. What has me curious of his motives is the strong push to try to get me into indexed universal life. The pitch being if I contribute 7500 a year for 15 years, I can t...
Category:
