An investor reaches out to Paul because someone is trying to sell her a product that seems perfect for her situation and she doesn’t understand what she’s missing. Paul and the team talk about how common this is, particularly in annuity and life insurance sales, and walk through how to listen to these sales pitches in a way that allows you to quickly identify the kind of product they want to sell you. Listen along to hear why the risks and fees associated with these products almost always benefit the salesperson more than you. Later in the episode, Anne talks about what business owners approaching retirement can do to add value and finish strong.
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