99 Problems & You are 1

From 0 to 100 real quick.

Rule #1: Stop over thinking

Rule #2: Do not procrastinate

Rule #3: Do not ever show your hand

Rule #4: Stay level headed

Rule #5: Stay Consistent

Rule #6: Smack every Financial Advisor who is NOT a licensed Insurance Agent/Advisor

Rule #7: Do Not forget RULE #6

No. I will not bite my tongue. The frustration I feel hearing clients say, “Oh my Financial Advisor said I did not need life insurance”. (Okay Dave Ramsey)
Just because you have a college degree does not make you knowledgeable when it comes to insurance. I said what I said.
I wish Financial Advisors and Insurance Agents would learn to work together. If both parties have the clients best interest at heart, then financial and retirement planning could be simplified.

Fixed and Indexed Annuities are beneficial to clients. I need every Financial Advisor to stop telling clients Annuities are a bad thing. Listen up. ANNUITIES ARE BENEFICIAL! If a client’s annuity is properly set up, they could stop risk of loss, while potentially gaining money, have income for life, and not have to work after retirement! It’s a win win situation. We all know Social Security is not enough to survive on. So stop lying to clients! (AND THE CHURCH SAID AMEN).

Now, let’s pray and play nice. Muah!