Robert Fleming

Certified Senior Advisor

“Certified Senior Advisor” is Really an Annuity Salesman

The story is sadly familiar. An elderly individual, seeking to get estate planning done inexpensively, seeks legal help from a non-lawyer paralegal. The paralegal identifies himself as a “Certified Senior Advisor”, 0r CSA. But what he really does is to sell a large and inappropriate annuity to the senior. American Family Legal Services Tom and …

“Certified Senior Advisor” is Really an Annuity Salesman Read More »

Scroll to Top