How many errors can YOU spot?

Jun 26, 2018

  1. DHK
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    DHK "YOU CAN'T HANDLE THE TRUTH!"

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    Jeff Rose is a CFP and a really decent blogger/YouTuber. But this one... is SO bad.




    His explanation of IUL is so wrong. What he described would be a VUL with a cap, assuming that the cash values were invested directly in the chosen indexes.

    It must be hard to be a fiduciary if you have such wrong information about these products!
     
    DHK, Jun 26, 2018
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  2. Mattschmidt
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    Mattschmidt Guru

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    It's because he's a 'marketer', not really a true CFP or advisor. Guy does great speaking engagements, and marketing himself. But that's about it.
     
  3. Allen Trent
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    Allen Trent Guru

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    Phenomenal comments from you on the actual YouTube channel of this video. Your points were all spot on & I couldnt agree more. His ignorance of details in some aspects is shocking & can cause many to blindly believe him. I have no issue with someone being against any of the products he mentions, but the manner in which he builds his case is malpractice.
     
  4. Mattschmidt
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    Mattschmidt Guru

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    again, he's a great marketer. Great Speaker, self promoter etc. But gotta question financial advice that's given out