Reading the Fine Print

It’s been said that “the sales brochure giveth and the fine print taketh away.” In the financial world, glossy brochures and enticing sales pitches often conceal ugly hidden truths.  Let’s talk about some of the things we hear from people when they don’t pay enough attention to the fine print...

 

Here’s what we discuss in today’s show:

• “I just got a big rate increase on my long-term care insurance!”
• “The fees in this annuity are a lot higher than I was told!”
• “This mutual fund had done really well for the last several years, but it tanked as soon as I got into it!”
• “My life insurance suddenly got really expensive as soon as I turned 65!”
• “I want to get some money out of this REIT but they’re telling me I can’t have it back!”

 

Want to get in touch with Mark? 

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832

520.618.5323