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The Financial Architects

Public • 71 • Free

6 contributions to The Financial Architects
TFA Q&A w/ Omar- GREAT HELP!
I joined the Zoom Q&A with Omar, and it was incredibly helpful. He provided guidance on annuity applicant qualifications and assisted with broker downline questions. Check the calendar tab to stay updated on any last-minute Zooms. Thanks, Omar!🙌🏽 If you have any quick questions, make sure to take advantage of the time he’s set aside to help!
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New comment 10d ago
TFA Q&A w/ Omar- GREAT HELP!
Ex agency wont signed Agent Transfer forms
Ex agency wont signed the Agent Transfer form, I have to wait till January 2025. Can I submit policy's with another agent meanwhile? This is for NLG and American National>
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New comment 10d ago
1 like • 10d
@Omar Sanchez Thanks Omar🙌🏽 We’ll get you all set up Frank!🌟 @Frank Sanchez
Term vs Perm
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New comment 17d ago
1 like • 18d
Awesome job Frank👏🏽🎉
Full Timers Meeting today
Today's meeting was FUUUUUUEGO!!! Split into 3 groups to do a case study: Husband and Wife with a $600/mo budget for life insurance and HOW to present it!! I wonder WHO takes the Dinner Contest @Pablo Moreno, @Omar Sanchez, or @Calvin Becerra team???? - Marketing 10/22 Million Dollar Baby - 13 - SKOOL Video (Less than 4 minutes) - 13 - Explain the plan (In Person) - 13 - Explain the illustration (In Person) - 13 - Close with closing questions (In Person) - 13 - Inbound Questions from Prospect (In Person) - 13 - Prospect Opinion (In Person) - 22 .... Who do you THINK wins?
Poll
22 members have voted
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New comment 20d ago
Full Timers Meeting today
0 likes • 22d
Team Calvin🥳
Crash Course Pre-Licensing
Hello! What is a reliable resource for a pre-licensing crash course?
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New comment 24d ago
1 like • 29d
I have an agent who is looking for an in person weekend crash course to take before she takes her state exam. I remember we used to have a guy we promoted. Do we use anyone for that?
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@brooke-teran-4651
Hey TFA Community!

Active 3d ago
Joined Aug 24, 2024
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