6 Sales Pitches to Avoid

I used my pal Ray Martin's post on "Financial Products to Avoid" as a jumping off place for this segment with CBS3. In it, I describe the most common sales pitches that you're likely to encounter from brokers, agents, advisors or anyone else holding him or herself out as a financial professional.

Additional resources:

For 529 plans, more here and here
Insurance: here's an easy calculator
SEC warning on variable annuities here

Jill Schlesinger

Jill Schlesinger, CFP® is the Emmy-nominated Business Analyst for CBS News. She covers the economy, markets, investing and anything else with a dollar sign on TV, radio (including her nationally syndicated radio show), the web and her blog, "Jill on Money." Prior to her second career at CBS, Jill spent 14 years as the co-owner and Chief Investment Officer for an independent investment advisory firm. She began her career as a self-employed options trader on the Commodities Exchange of New York, following her graduation from Brown University.

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