Yesterday a cousin had to convert a pension plan to an annuity, and he had sought my advise. He had an accumulation of a small amount to be converted. They had sent him a form to his residence – he had filled it up and brought it. The form was complete in all respects…so he […]
The kind of personal financial help that you get from professionals leaves a lot to be desired. This is true in US and UK. In India of course you only have sales people – and caveat emptor prevails. You need to know what you are buying. However in countries which are far more law minded […]
Not sure how many of you deal with American companies or read about the sales practices of the aggressive financial services companies there. They have something called ‘boiler room sales people’ – people who call clients, create stress and do sales. Have I found its equivalent? For those not well versed with the insurance sales […]