2.03 Oct 2024Life insurance sales disguised as wealth managementFinancial advisorFormer employee, more than 1 yearCranford, NJRecommendCEO approvalBusiness outlookProsSponsor you for licensing examsConsAll financial plans end up being some form of selling someone whole life insuranceShow more
1.030 Jan 2024Place is a jokeJunior advisorFormer employee, less than 1 yearRoslyn, NYRecommendCEO approvalBusiness outlookProsVery free and no structureConsThey were ready to offer a contract hook line and sinker to someone that wasn't privy to half the information on a contractShow more
2.017 Aug 2023Life insurance sales disguised as wealth managementFinancial plannerFormer employee, more than 1 yearCranford, NJRecommendCEO approvalBusiness outlookProsSponsorship for real investment series licensesConsOnly care about selling life insurance to everyone you know. The scary part is some of the more senior advisors probably actually believe it’s in the best interest of their clients to take their life savings and buy whole life insuranceShow more
