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6 Tips to Avoid Financial Fraud and Guard Your Investments

WiserAdvisor

According to the Federal Trade Commission (FTC), in 2021, American consumers lost over $5.8 You can check the company’s financial statement on the Securities Exchange Commission (SEC) EDGAR filing platform. For future reference, try to keep a written record of the complaint you register. billion higher than the 2020 estimate.

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Should you die and go to hell before selling an annuity?

Sara Grillo

He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Do advisors breach fiduciary duty when they fail to recommend annuities? Are commissions bad? Are commissions bad? Scott Salaske , CEO of Firstmetric.