Tag: Safety

Elder Financial Fraud and Immediate Annuities

One of the problems regarding elder financial fraud is average families have not fully considered all the merits of the array of financial products and how they might work to protect them from elder financial fraud.  However, in today’s day and age, this is surprisingly an extremely short list indeed.   The protection really needs to start at the financial product level and not just be some new advisor practice penalty,…

New Podcast Interview

David Macchia's Outstanding Advisor Podcast S01 E04 - Gary Mettler | Outstanding Advisor Podcast #004 >LISTEN HERE<