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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Derek Robinett.

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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. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?