This is part 2 of a 2-part series where Bob and Joe go over the roles and guidelines of the financial distributors. In todays episode the conversation continues discussing investment companies and their role. 

Investment companies = risk. Advisors always talk about our risk tolerance but what does that really mean?

Insurance Companies = safety. The key for insurance companies are capital & surplus. Bob reviews the different types of insurance products and what they protect. 

There is a point to each asset these financial distributers sell. These massively powerful entities are going to set themselves up to win every single time. When they didn’t win, they were bailed out.. then repositioned themselves to win again. That is why we recorded these episodes. It is crucial to increase our knowledge to understand what is going on and slightly make the playing field a little more even. 

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