Invest and Insure with Rosa
•Helping others learn about money
•Licensed to help with your investments and insurance needs
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01/26/2024
They don’t call you on your birthday. They charge exorbitant fees and unlike what I do, their returns are south of 12%. Beware of the companies that control your money. You should be treated as a person not a number, you deserve education and you deserve to have your money work for you as hard or harder than you worked for it!
There’s a great article (facebook wont let me post) about former bank workers who explain the ways banks work and the pressure to sell products not in the best interest of the client.
- “It’s not what’s important to our clients anymore,” she said. “The bank wants more and more money. And it’s leading everyone into debt.”
- A CIBC teller said, “I am expected to aggressively sell products, especially Visa. Hit those targets, who cares if it’s hurting customers.”
- “It was like the only thing they cared about at BMO,” he said. “If you weren’t selling, you weren’t worth having around.”
“We are straight up told to tell false stories (lie) to sell products.” - TD insurance agent.
Take back control of your finances. You can do so much better if you’re willing to learn ❤️
01/30/2023
08/27/2022
What are your priorities? DM me for your life insurance needs!
08/27/2022
Happy Friday! Take control of your spending!
"Do not save what is left after spending but spend what is left after saving."
-Warren Buffett
02/27/2022
A few ways to save money!
02/24/2022
Pay yourself first!
10/06/2021
Let’s stop saying I can’t do it but say I can and I will do it!
Be persistent towards your goal. Get out of your comfort zone! Be positive and grateful even during those tough times.
10/06/2021
Wait . . . You Have Insurance on Your Phone, But Not Your Life?
Our phones are important – we use them for everything from online shopping, to navigating where we need to go, and staying connected to our loved ones. So it only makes sense to make sure they’re protected! So . . . why don’t we treat our lives the same way?
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