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Bad Annuity Sales Tale

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Podcast: Play in new window | Download (Duration: 20:13 — 9.3MB)Subscribe: Email | RSS | MoreA Bad Annuity Sales Tale This is a actual story of  Bad Annuity Sales Tale.A few months ago a client came to be and we discussed annuities. It turns out he been sold a bill of goods annuity which was … Read more

Series 7 Podcast: Trailer

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Podcast: Play in new window | Download (Duration: 0:52 — 468.0KB)Subscribe: Email | RSS | MoreSeries 7 Podcast: Trailer The Series 7 Podcast  is a podcast for those who are preparing to take the FINRA  Series 7 Exam and enter the Financial Services industry. In this podcast we share audio lessons to help you prepare … Read more

Interview with Bela Musits pt. 1

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Podcast: Play in new window | Download (Duration: 21:41 — 10.0MB)Subscribe: Email | RSS | MoreBela Musits pt. 1 This is the first of several  episodes covering my interview with Bela Musits. I decided to break up the interview into smaller segments to correspond with the average commuting time.  I’ve enjoyed talking with Belo media … Read more