'Registered representative' presentation slideshows

VPPRI0514

An optional rider for variable annuities issued by Transamerica Life Insurance Company in Cedar Rapids, Iowa. Annuities are underwritten and distributed by Transamerica Capital, Inc.

538 views • 41 slides

VPPIM0514

517 views • 39 slides

Chapter 1 What is Financial Planning?

Chapter 1 What is Financial Planning?. The Process of Financial Planning: Developing a Financial Plan Lytton, Grable & Klock 2006. History. 1969 : Meeting that changed the face of financial services From sales to service From discrete product sales to a comprehensive plan

440 views • 28 slides

The Futurity First Opportunity

394 views • 27 slides

The Futurity First Opportunity

361 views • 27 slides

Understanding Financial Advice

Understanding Financial Advice. Agenda. Investor Confusion Investment Advice: The Different Options Registered Investment Advisor vs. Registered Representative Which Option Is Right for You? Wrap-Up. Investor Confusion. Investor Confusion. Investor Survey*:

115 views • 11 slides

237 views • 4 slides