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Insurance Planning

Protect Yourself and Your Money! Know How to Weed Out Predatory Financial Advisors [Video]

Protect Yourself and Your Money! Know How to Weed Out Predatory Financial Advisors

the term investment adviser is a legal term that refers to an individual or company that is registered as such with either the Securities and Exchange Commission or a state securities regulator. Notice that I typed adviser with an er not an or. That is because the body of law that governs this type of investment professional spells the title this way. That body of law says that investment adviser representatives must put your interests ahead of their own aka fiduciary standard. These advisers work for companies called registered investment adviser often referred to as an RIA. adviser representatives are individuals who work for and give advice on behalf of registered investment advisers. To find out if you are working with an investment advisor representative you can go to the Securities Exchange Commission’s Investment Adviser Public Disclosure database. Investment adviser representatives may hold advanced designations such as the Certified Financial Planner Chartered Financial Consultant and CFP®. Blurring the Line Some financial professionals are dually licensed as both a registered representative and an investment advisor as well as being licensed as an insurance professional. The upside is that you can have many of your needs handled by one person. The problem is disclosure of when they are changing hats and the compensation structure when they do so. Some may say they are doing this under the umbrella of financial planning. About Financial Planners Financial planners can come from a variety of backgrounds and offer a variety of services. They can hold the Certified Financial Planner ® designation The term financial advisor is a generic term that can mean many things. You may think of registered financial professionals What does it mean to be a financial advisor whereas investment professionals are registered. Many financial services companies call their agents term financial advisor. It is much simpler than explaining all of this. Some agents have advanced designations such as the Chartered Life Underwriter insurance agents and financial planners. I attended an event recently where a mortgage broker including annuities. Some products such as variable universal life insurance and variable annuities require the agent to also be registered as registered representative. Insurance agents are regulated by state insurance commissions. Insurance agents are licensed Registered Financial Professional Investment Adviser Financial Planner Insurance Agent Accountant Attorney Attorneys do not say that they know anything about investing. I have a couple as clients. Typically rarely do I hear my clients and prospects say anything other than Financial Advisor when referring to financial professionals like to come up with job descriptions or terms that sound better . I’ve always believed that upon choosing a financial advisor and Chartered Financial Analyst. Insurance agents and producers Insurance agents aka producers sell life Know How to Weed Out Predatory Financial Advisors Share to Facebook Share to Twitter Share to Linkedin Accountant of 1896 trying out a Felt and Tarrant adding machine. Undated … illustration. Bettmann Archive You may have a preconceived notion of what a financial advisor or financial planner is or should be. Throughout my adult career

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Insurance Planning

FAMILY FIRST LIFE 2022 CONFERENCE RECAP [Video]

2022 HAS BEEN A RECORD SETTING YEAR! IN YOUR BUSINESS WHAT ARE YOU FOCUSING ON? WHEN YOU TELL YOUR STORY ARE YOU TELLING THE GOLD OR THE GRIT OR BOTH? FAITH WITHOUT ACTION IS A LOSE LOSE! FAMILY FIRST LIFE HELPS TONS OF FAMILIES DAILY AND SAVES AGENTS FROM SMALL COMMISION LEVELS AND BAD CONTRACTS!WE GET IN YOUR FACE BECAUSE WE AIN'T SCARED OF SMOKE! WE ARE THE CHERRY AT THE END OF THE CIGAR! WE ARE ON A MISSION TO HAVE EVERYONE LICENSE AGENT IN US UNDER THIS UMBRELLA WE CALL FAMILY FIRST LIFE!IF YOU WANT TO PARTNER US TAP IN AN ASK WHAT COMMISSION LEVEL CAN YOU START AT AND HOW TO GET YOUR WHOLE TEAM HERE HELPING FAMILIES IN 24 HOURS. WE ARE CHANGING THE GAME OF THE INSURANCE INDUSTRY GIVING YOU THE POWER TO WIN FROM THE START!Learn more about FFL at https://backoffice.workwithclaude.infoFollow us on IG : officialclaudeperryjr & FFL.WCWhy become self employed?https://youtu.be/vfdVLo0HIsI22 year old girl makes 30khttps://youtu.be/6I00yjRYo3AWhy FFL over other guyshttps://youtu.be/c9suyzvAJ4cSet up time to talk to Agency ownerhttps://calendly.com/contactclaudep Life Insurance Sales Career!Others video: ★ WHY I LOVE THE INSURANCE INDUSTRY | MONEY MOTIVATION | CLAUDE PERRYhttps://www.youtube.com/watch?v=XoRAp...★ How to WIN daily VICTORIES! BEST MOTIVATIONAL VIDEOhttps://www.youtube.com/watch?v=wFCW8...★ WE JUST WANT TO WIN!.... DO YOU? - INSPIRATIONAL VIDEOhttps://www.youtube.com/watch?v=C7dkB...★ PICK UP THE PHONE AND DIAL - AND MAKE MONEY!https://www.youtube.com/watch?v=wNITQ...★ WHY SHOULD YOU INVEST IN YOURSELF?https://www.youtube.com/watch?v=FmTT5...

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Insurance Planning

7 Drawbacks Of Annuities You NEED To Know | Intentional Money Matters With Harry Stout [Video]

7 Drawbacks Of Annuities You NEED To Know | Intentional Money Matters With Harry StoutI am joined by Harry Stout, author and host of FinanciaVerse Podcast, as we continue our Intentional Money Matters Series on the BetterWealth Show. In this episode we go in depth about 7 drawbacks of annuities you need to know.Be sure to check out Harry’s podcast or buy a book:The FinancialVerse Podcast - https://www.financialverse.com/fvpodcast FinancialVerse.com https://www.financialverse.com/ #BetterWealth ============================================BetterWealthhttps://betterwealth.com📕 And Asset Book: https://bttr.ly/book📱 The BetterWealth Podcast: https://bttr.ly/podcast💸 BetterWealth Assessment: https://bttr.ly/assessment🤵🏼 Financial Advisor, Agent or Coach: https://bttr.ly/advisor📚 Join BetterWealth’s Book Club: https://bttr.ly/bookclub✉️ Email Us: https://bttr.ly/info============================================Caleb Guilliamshttps://calebguilliams.com/Book Caleb to Speak: https://bttr.ly/speak LinkedIn: https://bttr.ly/linkedinInstagram: https://bttr.ly/instagramTwitter: https://bttr.ly/twitterClubHouse: @CalebGuilliamsTikTok: https://bttr.ly/tiktok✉️ Email me: https://bttr.ly/ecalebhttps://betterwealth.com============================================Videos🔴 The Truth About Banking with Life Insurance - https://youtu.be/fait9j9EhsU🔴 The And Asset Explained - https://youtu.be/z9nrsfIvVzw🔴 Overfunded Whole Life Insurance - https://youtu.be/xdVPXtB8otA🔴 Life Insurance True Rate of Return - https://youtu.be/LXRRad-Cp-g🔴 Dr. Bill Danko The Millionaire Next Door - https://youtu.be/bcsO9DiDrPg🔴 Ted Benna the Father of the 401(K) - https://youtu.be/h6jI1CHEDPI🔴 Wade Pfau Avoid Retirement Risk - https://youtu.be/7GqRRR4qMrI🔴 Barry Dyke Pirates of Manhattan - https://youtu.be/bQOxHUcADdwClick Here to Subscribe: https://bttr.ly/ytFinancial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.Affiliate Disclosure: Some of the links on this channel and in video descriptions are affiliate links. At no additional cost to you, we receive a commission if a purchase is made after clicking the link.

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Insurance Planning

What is the PRICE on Your LIFE? | Whole Life Insurance, Assets, Metaverse & Financial Education 2022 [Video]

What is the PRICE on Your LIFE? | Whole Life Insurance, Assets, Metaverse & Financial Education 2022Let's Talk About That.🎯CashApp: $TheLyfeJayBPodcast🎯This content was created based on the questions and concerns from the subscribers via this YouTube channel along with emails and other social media platforms messages. This content is requested to help those individuals too who this channel caters to overstand the dynamics through simple terminology without being too technical with the verbiage. *****LET'S CONNECT 💯*****📷 Instagram:👉https://instagram.com/jaybjuzttalking🐦 Twitter:👉 https://twitter.com/jaybjuzttalking_____🎯 Get Your Crypto Staking Account & Card Now! 👉 https://platinum.crypto.com/r/vdznmr66mp Other relatable topics:WARNING:This content nor do I represent you in any way when it concerns financial advice. I am not your fiduciary, trust, financial advisor, CPA, tax strategist, broker, stockbroker, therapist, psychologist, etc. This is not financial advice, whatever decision that you make is your own decision.No one meaning person, brand, business nor human has the right to copy or download my videos without permission, and under NO circumstance can my content be monetized nor for profit for any other person or party. NO EXCEPTIONS, if this was to happen a copyright strike will be issued along with further legal actions according to the law. All of my content from this channel is being monitored. digital real estate for beginners how to make money online 2022 credit repair

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Insurance Planning

What is an Annuity? Are Annuities a Good Investment? (Annuity Investing for Beginners) [Video]

A brief introduction to annuities. What is an annuity and how does it work? What are the types of annuities? Should you buy an annuity or are there better investment options? Get BEST Paying Annuity Options: https://forms.gle/XaFSYyWnhNs5gsRH60:00 What is an Annuity and How Does it Work?0:56 Life Insurance and Annuities2:20 Life Insurance Sales Reps vs. Financial Advisors2:56 Guaranteed Lifetime Income Annuity (Guaranteed Monthly Income)3:36 Is an Annuity a Good Investment?3:57 Passive Income from an Annuity4:15 How much do Annuities pay?6:25 Types of Annuities (Immediate Annuity, Deferred Annuity, Fixed Annuity, Variable Annuity, Fixed Indexed Annuity or FIA)#Annuity#WhatisanAnnuity#InvestingforBeginnersApply for FREE 1-on-1 Mentorship Program (limited time)https://forms.gle/UVfrzTgxtjM31EYCAGrow your own online business and work with me directly: https://wealthanize.clickfunnels.com/work-with-us-youtubeHow to Flip Land (Free Webinar): https://www.landprofitgenerator.com/landflippingtraining/?orid=174016&opid=49Earn FREE Cryptocurrency with Coinbase:https://tinyurl.com/4s3559y8Learn High-Ticket Affiliate Marketing:https://7f131nh-0psvy88f2h52dq4vaq.hop.clickbank.net/NOTE: Money is great to have and fun to spend. But it offers no eternal value. If you are uncertain about where you will be spending eternity and would like to start a personal relationship with Jesus Christ, please visit our salvation page: https://wealthanize.com/salvation/*This description may contain affiliate links and we may receive a small commission if you order from our links.