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The Financial Architects

Public • 70 • Free

12 contributions to The Financial Architects
I'll make $250k in October
Closed 3 huge cases this month! YES, all of you CAN do the same! SHOW UP TO BLOW UP!!!
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New comment 19h ago
I'll make $250k in October
0 likes • 21h
That’s right! 👏🏽🫡
Hi light of the month .. First policy ‼️
Pablo and I just got done with a zoom meeting, we are getting all information to do the underwriting process. FINALLY putting in business. Life insurance companies are powerful because it's so rare they go out of business,, people can be sure that their money is protected 🔥
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New comment 2d ago
3 likes • 3d
Congratulations @Daniel Santoyo on your first policy written!!! 👏🏽😎
Good Morning, Team!
“Success isn’t just about what you accomplish in your life; it’s about what you inspire others to do.” — Unknown Let’s kick off the week with enthusiasm and determination! Remember, every effort you make brings us one step closer to our goals. 🗓️ Today’s Schedule: • 9:00 AM — Monday Morning Full-Timers Meeting • Join Manny as he trains on how he’s done $600/month budget appointments. This is a fantastic opportunity to learn how to maximize value for our clients. • 12:00 PM to 5:00 PM — Open Office Hours • I’ll be in the office all afternoon to assist with any questions or concerns you might have. Feel free to drop by for support or a chat. 📌 Important Dates — Take These Down and REGISTER!!! • 10/22: Million Dollar Baby Event - Hosted by Brooke and Lailah. • 10/23 & 10/24: TFA Crash Course ($350) - Ask your broker about attending. • 12/15: TFA Christmas Party - Yee, it’s a Sunday! ❤️ 📌 Looking Ahead: • Tomorrow at 12:00 PM — Q&A Zoom Session • I’ll be hosting a Q&A session. Bring your questions, and let’s collaborate on solutions together. Let’s make this week productive and impactful. Stay motivated, and let’s achieve great things together!
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New comment 4d ago
Good Morning, Team!
2 likes • 4d
Let’s get after it everyone!! 👏🏽😎
How to Read a Life Insurance Policy (Part 1)
A life insurance contract is a legally binding document. Whether you're using your policy to set up inheritance, build wealth, or create a source of cash, it's important to read the documentation carefully. Policy Schedule (Data Section) The policy schedule is a document that outlines the key details of a life insurance policy, including the policy term, the amount of coverage, the premiums, and the beneficiaries. The policy schedule is typically included as the first page of the policy and will show you key details about your policy. Be sure to verify all details are correct. The Policy Number The policy number is one of the most important pieces of the policy schedule and is typically found on the first page. It is important to keep your policy number handy, as you may need to refer to it when making changes to your policy or filing a claim. Definitions The definitions explain key policy terms in plain language. Life insurance policies in their entirety can seem confusing, but the listed definitions will help you decipher exactly what the insurance company is communicating in the policy language. Some common definitions found in a life insurance policy include: - The “insured” is the person whose life is covered by the policy. - The “policyholder” is the person who owns the policy and pays the premiums. - The “beneficiary” is the person or persons designated to receive the death benefit. - The “death benefit” is the amount of money payable to the beneficiary upon the death of the insured. - The “premium” is the amount of money the policyholder must pay to the insurer in order to keep the policy in force. - The “cash value” is the amount the living may return the policy for. - The “policy term” is the length of time for which the policy is in force. - The “exclusions” are events or circumstances that are not covered by the policy. - The “limitations” are restrictions on the amount of the death benefit that may be payable. These are just some of the common definitions found in a life insurance policy. Other terms and definitions may vary depending on the specific policy and the insurer. It’s important to carefully review your policy and understand all of the terms and conditions before purchasing a life insurance policy.
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New comment 4d ago
How to Read a Life Insurance Policy (Part 1)
2 likes • 6d
Great info, thank you Omar!
Let's Talk Money- Tomorrow 7pm on Zoom
Dont miss tomorrows webinar. Fresh off the press and New Presentation for the comeback. Register here to get the juice 🥤 pabloamoreno.com/webinar and feel free to bring your prospects...no im not taking 50% of your deal lol
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New comment 8d ago
Let's Talk Money- Tomorrow 7pm on Zoom
0 likes • 8d
Awesome event, thank you!! @Pablo Moreno
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@israel-castaneda-1489
Israel Castaneda

Active 21h ago
Joined Aug 27, 2024
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