Have you ever been offered a free dinner to hear a presentation about investing? After getting inundated with invites, Ira finally decides to go to one to see if anything has changed since he was selling annuity products like these decades ago. Listen along to hear a couple of funny stories about what happened and why Ira, Evan, and Paul are so serious about investors avoiding insurance companies with their retirements. A dinner like this could end up costing you big time in fees, commissions, and misleading returns.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.