Posts Tagged ‘life 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 [...]
With Friends Like This, Who Needs Enemies?
Posted by: Michael Zhuang on: April 23, 2011
Watch the show and you’ll know what I meant.
Variable Annuity Fees You Don’t Know You are Paying
Posted by: Michael Zhuang on: March 18, 2011
Recently, a client of mine brought me the variable annuity he bought a few years ago. Prominently displayed on the first page are the benefits of the annuity: Death Benefit: Enhanced Guaranteed Minimum Death Benefit Living Benefit: Lincoln Lifetime Income Advantage as well as the fact that the money will earn an fixed annualized rate [...]
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