Financial Planners
Minimum Requirements:
- Receive Residential Life Insurance License within 3 months
- Get appointed by MTL Insurance Company within 4 months
- Attend Boot Camp & other training
- Be part of Mentorship Program
- Study Nelson Nash "Becoming Your Own Banker" Book
- Adopt Financial Strategies Principles
Focusing
on helping people to get out of the interest related debts: Mortgage,
Student loans, Car loans, Business Loans, Credit Card debts
Responsibilities include:- Educating prospects about interest-how banks make money on interest
- Mentoring clients in using Money Merge Account
- Constantly communicate with clients and provide ongoing support through BizPack applications
- Learn, Share and Act on Financial Strategies Principles
- Become the role model for others to follow
Contact:
Marina Fanshteyn, MBA
marina@fanshteyn.com
(347) 263-8090