Your #InsuranceAgent Isn’t an #Investment #Advisor
https://cavemancircus.com/2025/12/23/why-your-insurance-agent-isnt-an-investment-advisor/
In the world of personal finance, words matter. But in the sales offices of insurance agencies across the country, words are often blurred, softened, and repositioned. We are told about “wealth accumulation vehicles,” “tax-sheltered growth,” and “private banking strategies.” However, beneath the glossy brochures and the talk of “guaranteed returns,” there is a fundamental regulatory […]
I haven't mentioned this, but I'm newly-licensed General Lines Life, Accident, Health & HMO #InsuranceAgent.
I got this, and, when I asked #Kagi for the number, the first answer was Human Resources - Liberty University. No, Kagi, I don't think so.
I responded (they already know my number because they got it from the #Texas Department of #Insurance).
Dollars to donuts they don't want to engage with a #blind #trans person.
Then, I did what I always do...
1) Forward to 772-6 (S P A M on the dial pad). This is what #FTC says to do. I wrote about this in a reply recently.
2) I took a screenshot. For my records.
3) I tapped the "Report Junk" link, and confirmed that I wanted to delete and report. I don't know if this step does anything, because of the FTC not mentioning it as an option.
Conversation is copy/pasted into #altText, cuz I would want it.
Sparse altText on the Kagi screenshot, cuz the important part is how wrong it is.
Roses are red,
Portfolios are blue,
Inflation's up high,
And my savings? Boo-hoo!
Happy National Bad Poetry Day!
#wholelife #lifeinsurance #insurance #insuranceagent #wholelifeinsurance #investment #annuities #lifeinsuranceagent #retirement #financialfreedom #cash #finance #wealth #wealthwisdom #goals #journey #selfimprovement
As the Olympic flame extinguishes, the economic impact burns on. Paris 2024's $8.8 billion investment aims for long-term returns. Will the city strike gold? 🏙️💰
#wholelife #lifeinsurance #insurance #insuranceagent #wholelifeinsurance #investment #annuities #lifeinsuranceagent #retirement #olympics #sport #olympicgames #athlete #olympic
Happy Birthday to Amanda! 🎉
Today we celebrate the woman who continues to inspire all of us here at Wealth Wisdom Financial. Thank you for your dedication, creativity, and leadership!
#wholelife #lifeinsurance #insurance #insuranceagent #wholelifeinsurance #investment #annuities #lifeinsuranceagent #retirement
TheBenefits.Guru
Steve Dustcircle 🌹
Scissors Cut Paper...
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