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Required licenses to sell securities and to provide investing and general financial advice

It’s Your Money Quiz and Answers for the fall 2020 workshop session

Schoolteachers and other government and nonprofit workers are often at the mercy of confusing contracts tied to arcane investments, sold by representatives who may not understand them.

The Financial Sales Game – Presentation by Peter Kote & Don Vivrette

Annuities and Mutual Funds – Presentation by Peter Kote & Don Vivrette

As the pandemic roils the financial markets, Americans increasingly seek the safety of guaranteed income as they enter their third act. But the rates and guarantees that have been selling points for annuities for years simply aren’t what they used to be.

Consumer groups and American Council of Life Insurers square off over how stringent the investment advice standard should be

Schoolteachers and others who pursue careers of service in exchange for modest paychecks get lightly regulated retirement plans that often charge excessive fees.

Schoolteachers and other government and nonprofit workers are often at the mercy of confusing contracts tied to arcane investments, sold by representatives who may not understand them.

What are they, and who uses them? Why do they exist? Who regulates them?