1.0
Jun 29, 2026
Misleading practices and high-pressure sales environment
Former employee, more than 1 year
Recommend
CEO approval
Business outlook
Pros
I wish there were any pros worth documenting
Cons
Do not work here unless you want to sell your family and friends whole life insurance. They know nothing about actual finances or financial planning, it is simple a ploy to get people to buy whole life and annuities. (the two highest commission paying products) if you are a client of this firm and did not ask for whole life or did not know what you were getting yourself into or even think the "plan" they told you is good please go show 5 big bank advisors this so called plan and I 100 percent guarantee you they will look at you like you have 10 heads.
