Posts Tagged ‘BOE insurance’
What Can Happen When You Have a Life Insurance Salesman as Financial Advisor
Posted by: Michael Zhuang on: January 19, 2012
In an online forum, a doctor’s wife shared with me her story that should serve as a cautionary tale for all doctors. Her husband had a solo medical practice. They had a “financial advisor” who advised them to put their saving into a $5mm cash value life insurance policy. They believed the product not only [...]
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+Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC. He is also a regular contributor to Morningstar Advisor and Physicians Practice. To explore a long-term wealth advisory relationship, schedule a discovery meeting (phone call) with him.
You may also get his monthly newsletter, or join his Facebook page for regular wealth management insights. Michael's email is info[at]mzcap.com.
