Ever watch those catchy ads on TikTok, Facebook Reels, Instagram or Youtube? You know the ones that tell you everything you've ever wanted, hoped and dreamed for in an "investment". It's the account where you invest money, never lose, have guarantees, have no limits on how much you can put in, collect tax-free income for life and forget about any of the IRS rules as well because those don't apply. 🤣

Our firm has been getting more and more calls asking about these ads and what they're talking about. Watch or listen to the latest episode of PennyWise Financial to get a grip on reality and understand more the benefits those ads promote. It's NOT that the product is the issue, it's the way they're being sold.

Tune in and subscribe to hear this and more. #PROFIT #IUL #LIFEINSURANCE #DEATHBENEFIT #LEGACY #FINANCIALPLANNING #RISK #PROTECTION #RISKFREE #TAXFREE #TAX

Host: ⁠⁠Constantine J Kitrinos, CPFA  ⁠⁠

Co-Host: David T Georgiev, MBA, CKA

Website: ⁠⁠www.monarchwealthmanagement.com⁠⁠

The following music was used for this media project:

On Hold For You by Kevin MacLeod

Link: ⁠⁠https://incompetech.filmmusic.io/song/6928-on-hold-for-you

⁠⁠License: ⁠⁠https://filmmusic.io/standard-license

Music: Spirit Of Achievement [Full version] by MusicLFilesFree

download: https://filmmusic.io/song/11216-spirit-of-achievement-full-version

License (CC BY 4.0): https://filmmusic.io/standard-license

Music: Back Roads In The Afternoon by Justin Allan ArnoldFree

download: https://filmmusic.io/song/11209-back-roads-in-the-afternoon

License (CC BY 4.0): https://filmmusic.io/standard-license