UpperCut
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No, do not mean having a POEMS account.
I have a friend who recently introduced herself as a Financial Advisory Consultant. It seems they sell everything from Loans to UT and even insurance such covering Life to even houses and cars.
What I find fascinating is their conservative approach towards investments. They have a "Risky" and a "Safe" account and if the Risky account accumulates beyond 20% gain the additional is topped up to your "safe" account. This is to prevent over leveraging.
If you have met any of these agents, you know know what I mean
In the meantime, anyone has any experience is most welcomed to share your experiences
I have a friend who recently introduced herself as a Financial Advisory Consultant. It seems they sell everything from Loans to UT and even insurance such covering Life to even houses and cars.
What I find fascinating is their conservative approach towards investments. They have a "Risky" and a "Safe" account and if the Risky account accumulates beyond 20% gain the additional is topped up to your "safe" account. This is to prevent over leveraging.
If you have met any of these agents, you know know what I mean
In the meantime, anyone has any experience is most welcomed to share your experiences