So, this guy who is handling my MILs estate is selling my husband an annuity

[K8-EEE]

11. I did a lot of research and put my foot down OVER MY DEAD BODY. My problem is

That my MIL died without a will which was a big mess, my BIL ended up being executor and putting his good buddy here as administrator of the estate.

OK GET THIS: his 2 brothers have received their portion of the estate AND THEY BOTH PUT ALMOST ALL OF IT INTO THIS ANNUITY. Because he was not licensed to do biz in CA he did not send us the $$ until he had the license!

Originally I said it didn't set well with me and I was against it but everybody was acting like I was being paranoid or "didn't understand" etc.

Finally prevailed on my hub (who is too busy at work to deal with it) by compiling a lot of articles and asking him if we could at least get 1 non-biased 2nd opinion as was suggested here.

My hub saw the light reading some of the articles so we never really paid for a consultant. But this guy is in charge of the estate so we have to get the check from him!!

SO FAR WE HAVE ASKED 3 TIMES SINCE SUNDAY AND HE KEEPS RESPONDING LIKE "OF COURSE NO PROBLEM SENDING THE CHECK BUT..." and then launching into yet another complicated sales pitch on what we don't understand. Laced of course with a lot of fear about "what ifs" that could happen.

My last response was "we share your fears about our financial well-being, however, we will be addressing them using a different financial strategy that will be directed by a fee-only, non-commissioned Certified Financial Planner and that decision is absolutely final.

Since we cannot put our plans in place without the money, you can best help us by expediting the check. Please let us know when we can expect it.