Feb 5, 2009 #2 D dgoldenz Moderator Moderator 4,177 Virginia Life insurance and investments don't mix.
Feb 5, 2009 #3 JMO Fan Guru 100+ Post Club 403 Be careful. Both the SEC and my state's securities regulators feel this approach is subject to securities laws. Assuring compliance with securities-style suitability is a must.
Be careful. Both the SEC and my state's securities regulators feel this approach is subject to securities laws. Assuring compliance with securities-style suitability is a must.