Season 13 · Episode 374
Equitable EQUI-VEST Commissions Revealed (#374)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
May 16, 202525m 3s
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Show Notes
Scott finds out just how much commission Equitable salespeople get for selling EQUI-VEST products. No wonder they fight reform so hard. No wonder they love to initiate exchanges.
- The Price of Enrollment
- Podcast on SIOs
- Plan Fee Disclosure Form for University of Jamestown
- Equitable Plan Fee Disclosure Brochure
- Learned by Being Burned (short pod series about K-12 403(b) issues)
- 403bwise.org
- Meridian Wealth Management
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).