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Bad Advisors.

How to Identify Them

Bad Advisors Book



What is a bad advisor? Our definitions will come from the Bad Advisors book written by Roccy DeFrancesco, JD. To receive a free complimentary copy of this book, please click here to email us or phone (719) 638-1319 or (888) 267-6976. To sign up for a free consultation or to just get more information click here.

Bad Advisors

One of the biggest problems in the financial services/insurance industries is the number of “bad advisors.”

Example: Bad Financial Planner

A financial planner can be considered a bad advisor for a number of different reasons (a few listed below):

1) The advisor might work with a Broker Dealer (BD) who ties their hands and restricts the types of investments or products that can be offered to clients. Unfortunately, this is more the rule than the exception with financial planners. Many restricted advisors are not able to offer items like Retirement Life™ or certain guaranteed return (accumulation value)/guaranteed income for life products.

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Related Projects

Medicaid Planning



If you would like help or have questions about how to properly plan to pay for your nursing home expenses or how to quickly qualify for Medicaid,  please click here to email us or phone (719) 638-1319 or (888) 267-6976. To sign up for a free consultation or to just get more information click here.

Retirement Life



To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video. If you would like a multi-page brochure explaining the benefits of Retirement Life™, please click here to email us or phone (719) 638-1319 or (888) 267-6976. To sign up for a free consultation or to just get more information click here.

Captive Insurance



Does this sound like something that might want to learn more about? If so, please click here to email us or phone (719) 638-1319 or (888) 267-6976. To sign up for a free consultation or to just get more information click here.

Single Premium Life for Long Term Care Insurance



We hope that after reading this material you are sufficiently motivated to learn more about LTCI. Our firm specializes in helping clients find the right LTCI benefit at the lowest possible cost. If you would like help, please click here to email us or phone (719) 638-1319 or (888) 267-6976. To sign up for a free consultation or to just get more information click here.

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