Who Is Looking Out for Your Financial Best Interests?

What is in your best interest? This can be a sensitive subject when the question is related to financial matters. For instance, there’s a lot of intrigue associated with the Dept. of Labor’s fiduciary rule that was to go into effect April 10th, but was instead postponed. Some people were surprised, but not Doug Andrew. In today’s Live Abundant Radio program, he talks about why he saw what was coming. For those who may not know, a fiduciary is a financial adviser or planner who is supposed to put your financial well-being ahead of their own.

Here’s a quick preview of some of the topics Doug covers in today’s show:

  • Did 9 out of 10 people really favor the new fiduciary rule like Barron’s magazine claims they did? How exactly was the question framed?
  • Is the new Dept. of Labor rule doomed? Is its fate tied to the best interest contract exemption (BICE)?
  • Learn how the upcoming Congressional budget battle may play into the defeat of this new rule.
  • Doug exposes some of the common fallacies and myths about the fiduciary rule and the hidden agenda that remains a mystery to many financial advisers.
  • How might a future market correction place your interests on the back burner to what some within your government consider their best interests?
  • If you have your savings in an IRA or 401(k), you’ll be interested to know who else has some plans for your savings.
  • And much, much more…

Start by visiting with a wealth architect today.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.