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Annuity Salespeople Are All Honest & Competent Because of Special Licensing

I don’t think I have to remind you that this post heading is a MYTH.  What’s astonishing with the case below is not so much the jaw-dropping audacity of the crook but the carelessness of his victims.  Here’s the story, according to an article by Marlene Y. Satter in ThinkAdvisor.  (See my Do’s & Don’ts …Read More


Annuity Salespeople Are All Honest & Competent Because of Special Licensing

I don’t think I have to remind you that this post heading is a MYTH.  What’s astonishing with the case below is not so much the jaw-dropping audacity of the crook but the carelessness of his victims.  Here’s the story, according to an article by Marlene Y. Satter in ThinkAdvisor.  (See my Dos & Don’ts …Read More


Annuity Salespeople Are All Honest & Competent Because of Special Licensing

I don’t think I have to remind you that this post heading is a MYTH.  What’s astonishing with the case below is not so much the jaw-dropping audacity of the crook but the carelessness of his victims.  Here’s the story, according to an article by Marlene Y. Satter in ThinkAdvisor.  (See my Dos & Don’ts …Read More


All Financial Advisers Are Screened by State and Federal Regulators

I hope it isn’t getting too redundant for me to remind you gentle readers that the headings of these posts are MYTHs.  This one is no exception.  Sort of. Depending on who they work for and the kind of work they do, financial advisers are indeed somewhat screened by regulators.  After all, there are education, …Read More