[Jerry]

I am attending a free dinner in exchange for listening to a “Tax Free Green Line” presentation that is selling a fixed index annuity.

The presenter called his company and role as “Safe money preservation specialists” that everyone should have in addition to their financial professional.

[Patrick]

“In addition to” because he only sells insurance and isn’t a real financial professional.

All real financial professionals can also sell FIAs

[Cheryl]

I throw these in the trash, what am I missing? My time is worth more than a $100 (or less) meal.

Seriously, is that the only reason you attend?

[Andy]

The names that some insurance and annuity salespeople give themselves are comical.

Super creative, but comical.

[Lynn]

My husband gets invited to these all the time! The last was one entitled something along the lines of “Funds to take you to Death and Beyond”

It was at a smokehouse…. he didn’t go

[Author]

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