View Single Post
Old 09-02-2020, 07:10 PM   #11
Join Date: Sep 2019
Posts: 262
Hi guys, I'm trying to figure out if Providend is worth it (I think they charge a $2,000 fee upfront but they don't take commission for insurance, so I'll probably save there).

After being burnt by insurance agents, I don't want to deal with anyone that charges commission. Also don't want to pay commission to fund managers/relationship managers.

I have a friend who says that going with Providend was the best decision for his financial life ever but he has lots of $$$.

So... anyone has been advised by them?
Sit down with MoneyOwl if you are buying low cost insurance. They have 50% commission rebate. For them, they are salaried advisors.

Sit down with providend if you are a high networth. Its more complex with the tax and estate planning required.

Much better than relying on individuals with blind spots (including me).
Value.Matrix is offline   Reply With Quote