So I have wondered what my readers hear (or have heard) in terms of financial punch lines in their lives? Throughout our financial lives we have heard many of these punch lines. Closing lines if you are talking to a salesperson.
Yes, I have talked about Financial One Liners before, but this is more specific, that “closing line” the financial “person” used when you concluded your transaction.
Would you like a great example?
“I am sure this will help your family’s financial security”
Is one that I have heard from a Mutual Fund Sales Guy but also from the first major mistake I made, which was buying whole life insurance when I first graduated from University (I abandoned the plan after a year and bought 10 year terms ever since).
“You have made an important decision which will help you and your family’s future”
Again, a mutual fund sales person used this one on me too, I dumped those Mutual Funds after 4 years of 1.1% growth (during the 90’s).
“I am psyched to have a new client, and we are going to do great things together”
A financial planner/insurance/mutual funds sales dude who was positive he had me “on the hook” and was going to get me to sign up for his program, that was not the case. We met this guy at an “investment fair” in Ottawa (where I almost invested in a brewery that went bankrupt (one of the reasons I remember this)).
What other financial punch lines, or closing statements have you heard, that you have lived to regret in your life??