Season 12 · Episode 338
Oops Equitable Might Be In Trouble Again (#338)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
September 6, 202419m 8s
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Show Notes
The law firm of Dicello Levitt LLP filed a class action lawsuit against Equitable Financial Life Insurance Company. They allege that Equitable charged investors significant undisclosed fees on their EQUI-VEST variable annuities.
- Case Summary
- Contact Law Firm
- Equitable SEC Settlement
- Our Pod on the SEC/Equitable Settlement
- Bills Fan Wins Fanatics Fest Costume Contest and Tickets to Every Major Domestic Sports Championship
- Our Pod with Bills fan Sarah Petersen
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- Meridian Wealth Management
- 403bwise.org