I've been pushed before. What if that happens again?
You can stop the conversation, ask for more time, or say no. Call or text me if anything feels off: (646) 684-5544.
The fair worry
A hard sell can make you feel cornered. You ask a question, and somehow you're defending why you won't buy. I wouldn't want that either.
The answer
You can say, "I want more time," or, "I'm stopping here." You can end the call. Hearing an option doesn't mean agreeing to it. Any next step needs your agreement.
I also want you to know what may come up. The retirement advisors mostly offer annuities and other insurance products. If you buy one, the insurer usually pays your advisor a commission. So yes, the consultation can lead to a sales talk.
If something feels wrong, tell me. I'll hear you out and help with the meeting.
At your consultation
Your free Zoom consultation is time for YOUR retirement question. Bring it, hear the answer, and keep control of what happens next.
More questions on this topic
- Should my spouse be there?Your spouse is welcome. You can also come alone or bring someone you trust.
- Who will I be talking to?Your retirement advisor handles the free Zoom consultation. I'll call first to confirm it.
- I already have someone. Why talk to another retirement advisor?You don't have to replace someone you trust. Bring one retirement question you'd like a second view on.