100+ Individual investment account PowerPoint (PPT) Presentations, Individual investment account PPTs

Individual investment account - PowerPoint PPT Presentation

New Way To Invest

The following information is for TRAINING purposes ONLY. The following information DOES NOT Illustrate the actual performance that may be experienced by an individual investor. The actual investment performance of any individual investment account will be higher or lower than this illustration. Your personal investment risk tolerance and all aspects of any investment, to include fees, should be carefully considered before making any actual investment. The past performance of any investment is NO guarantee of future performance. The Following Presentation is for training purposes ONLY and is not to be used with the General Public. Use ONLY Client APPROVES Presentations With the General Public

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579 views • 57 slides

The new way to invest and save

The financial products have gone through endless changes, adjustments or revisions and yet even with all these changes the delivery method has remained that of a transaction commission based strategy. True independence for the Rep to select any insurance product or provider that is most appropriate for their client. This is accomplished NOT WITH a Securities Brokers License(Broker/Dealer 6/7) but WITH a Series 65 RIA Registered Investment Advisor Fiduciary license.

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578 views • 57 slides

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Individual investment account - PowerPoint PPT Presentation

New Way To Invest

The new way to invest and save