Activity
Mon
Wed
Fri
Sun
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
What is this?
Less
More
Owned by Calvin
Memberships
Skool Community
Public • 164.6k • Paid
The Financial Architects
Public • 71 • Free
3 contributions to The Financial Architects
17d ago in
New Advisor Onboarding
I have two people who want to get licensed , take the classes and then become an advisor with TFA. What site do I send them to for licensing and onboarding with TFA?
4
2
New comment 17d ago
0 likes • 17d
We also had onboarding instructions that laid out step by step the process from start to end joining TFA
25d ago in
Term Life- client is diabetic and has had health issues
Cardiomyopathy was diagnosed 2011 That is no longer now. High Blood Pressure since 2011 Diabetes 2016 Last A1C 7.5 5’11” weight 255 lbs What carrier should I submit too ? Wants 500k 30 year term
2
9
New comment 22d ago
1 like • 25d
@Omar Sanchez he’s 43 years old. So nothing for him then huh?
0 likes • 22d
@Omar Sanchez do I send this to the underwriter at Corebridge and prudential ?
29d ago in
Term v.s Perm (Competition)
A common asked question is “What is the difference between Term and an IUL?” Or “What is best, Term or Perm?” Here is my answer… 💡🤳🎬
5
3
New comment 17d ago
1-3 of 3
@calvin-becerra-8728
Business Coach, Professional Speaker, Corporate Consultant, Top Global Network Marketing Professional
Active 8d ago
Joined Sep 19, 2024
LA Metropolitan Area
powered by