Oops Equitable Might Be In Trouble Again (#338)

from Teach and Retire Rich · host Daniel Otter, PhD and Scott Dauenhauer, CFP®

The law firm of Dicello Levitt LLP filed a class action lawsuit against Equitable Financial Life Insurance Company. They allege that Equitable charged investors significant undisclosed fees on their EQUI-VEST variable annuities. Case Summary Contact Law Firm Equitable SEC Settlement Our Pod on the SEC/Equitable Settlement Bills Fan Wins Fanatics Fest Costume Contest and Tickets to Every Major Domestic Sports Championship Our Pod with Bills fan Sarah Petersen Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org

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This episode was published on September 6, 2024.

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