Teach and Retire Rich

Equitable EQUI-VEST Commissions Revealed (#374)


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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®). 

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Teach and Retire RichBy Daniel Otter

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