New Here - Looking to Share Ideas

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   Hi everyone, I'm obviously not going to tell you where I'm from or what my name is, so this sentence is essentially useless, but it makes me feel better writing it anyways. I am a licensed Registered Representative / IAR. 
I have my 6, 63, and 65, and Life Insurance license. Will be obtaining my 7 this July. I did my 6 and 63 when I first joined my firm in order to recommend mutual funds and variable insurance products. I obtained my 65 instead of doing my 7 because I was able to just study for the 65 over a weekend and I wanted to be able to offer my clients a fee based structure ASAP.

I take my business very seriously and I care very much about my clients. I am licensed to sell life insurance and annuities, but I use these financial tools with utmost care. Please do not associate me with those who sell equity-indexed annuities or who sell insurance products as investment products. 

Anyways, the reason I'm here is it always helps to bounce ideas off of people and learn from each other. I'll be looking forward to getting to know some of you.

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Bear Market Baller Members Profile Send Private Message Find Members Posts Add to Buddy List Rookie Joined: Apr/25/2016 Location: USA Status: Offline Points: 8	Post Options Post Reply Quote Bear Market Baller Report Post Thanks(0) Quote Reply Topic: New Here - Looking to Share Ideas Posted: Apr/25/2016 at 6:36am
	Hi everyone, I'm obviously not going to tell you where I'm from or what my name is, so this sentence is essentially useless, but it makes me feel better writing it anyways. I am a licensed Registered Representative / IAR. I have my 6, 63, and 65, and Life Insurance license. Will be obtaining my 7 this July. I did my 6 and 63 when I first joined my firm in order to recommend mutual funds and variable insurance products. I obtained my 65 instead of doing my 7 because I was able to just study for the 65 over a weekend and I wanted to be able to offer my clients a fee based structure ASAP. I take my business very seriously and I care very much about my clients. I am licensed to sell life insurance and annuities, but I use these financial tools with utmost care. Please do not associate me with those who sell equity-indexed annuities or who sell insurance products as investment products. Anyways, the reason I'm here is it always helps to bounce ideas off of people and learn from each other. I'll be looking forward to getting to know some of you.

PEACH_cm Members Profile Send Private Message Find Members Posts Add to Buddy List Senior Member Joined: Jan/16/2013 Status: Offline Points: 7204	Post Options Post Reply Quote PEACH_cm Report Post Thanks(0) Quote Reply Posted: Apr/25/2016 at 7:58am
	Welcome.