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The Financial Architects

Public • 71 • Free

2 contributions to The Financial Architects
Seminar Success - 19 Appointments!
@Jorge Hernandez, Ron and I did 2 Estate Planning Educational Workshops yesterday in Rancho Cucamonga. Total 32 households - 19 appointments and 10 follow ups.
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2
New comment 17d ago
Seminar Success - 19 Appointments!
$842,000 for the Weekend!
Little bit of a frenzy this week as EquiTrust, one of our annuity providers announced reduced rates starting Oct 1 like bonus dropping from 25% to 7%! Called all the clients I had presented these annuities to about the change and submitted 6 apps this weekend in time to meet the deadline.
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New comment 19d ago
$842,000 for the Weekend!
1-2 of 2
Jennifer Ramos
2
11points to level up
@jennifer-ramos-7267
Jennifer is TFA’s Managing Partner. With 20 years of experience Jennifer is known as the “trainer of the trainers”. Her office is in Rancho Cucamonga.

Active 4h ago
Joined Aug 25, 2024
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