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What is a quota? A requirement to sell a particular product to receive a particular benefit.

Investors and Financial Advisors: The question you should ask yourself:
Is that policy, contract, or investment you've purchased OR sold the appropriate option in terms of Price, Performance, or Protection? 

These are just a few questions to think about, out of many, to consider when weighing your options

WSFG

 

Are you aware if your Financial Advisor has mandated quotas and what the fees are associated with those products?

Need help understanding your specific situation?

Have a member of Wealth Strategies Financial Group contact you today.

Inquire now to receive your complimentary, no obligation fee analysis of your current products and learn about advantages that Wealth Strategies Financial Group can provide

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