18071904 NWMutual

TAB FPO
Initial Training – 8
Initial Training in Review
8


TAB FPO


SALES SCHOOL IN REVIEW ACTION PLAN
Directions: Rate yourself on the following items, 1 being not confident, and 5 being very confident. PART A. LANGUAGE MASTERY
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How confident am I in the basic red-letter language? 1
• Prospecting 
• Phoning
• Approach
• Closing
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How confident am I in my ability to respond to objections? 1
• Prospecting 
• Phoning 
• Approach (Balancing Act) 
• Closing 
What will I do to ensure mastery of language? Action Item
Timeframe


Directions: Rate yourself on the following items, 1 being not confident, and 5 being very confident. PART B. KNOWLEDGE
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How confident am I in the basic red-letter language? 1
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• Mutuality 
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• Time Efficiency
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• Sales Cycle
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• Risk Products 
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• Approach (Balancing Act) 
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What will I do to ensure mastery of language?
Action Item Timeframe
Share your action plans with your mentor and seek their accountability to follow through.


GOODWIN, WRIGHT FINANCIAL PLANNING TEAM 70 Emphasizing Standardization not Customization around the Sales Cycle
Initial Marketing Materials Generate Feed List
Ask for Referrals
Add QS’s into CRM Dictate Case Notes
Add Case Notes into CRM
FR FPA X
X X
X X
X
Licensing
Website / LinkedIn
Office Supplies
Submit applications to Home Office within 24 hrs. of receipt
Update Client Information
FR FPA X
X X X
X X
New Seen Phoning Annual Review Phoning Post Outcome of Call Schedule Medical Exams
FR FPA X
X X
X
eFile required Compliant Documents
Provide Reports (age change, birthday, policy anniversary, term conversion, CCV)
New and Existing Client Service (POS)
Report PDA and Policy Changes
Manage the Underwriting Process
Schedule Annual Review or Automatic Meeting
Dictate Case Notes
FR FPA X
X
X
X X X
X X
Approach Kit
Coaches on how to take Comprehensive Fact Finder
Complete Fact Finder including Personal Investor Profile, give to FPA with work Delegation Form
Dictate Case Notes
Enter Qualified Suspects into CRM Post Appointments
Add Case Notes and update CRM Contact
FR FPA X
X
X
X
X
X
X
Prep Policy for Delivery
Deliver Policy & Obtain Signature on Reporting Requirements
Ask for Referrals
Dictate Case Notes
Add Case Notes into CRM
FR FPA X
X
X X
X
FR FPA Dictate Discovery Letter X
Email Discovery Letter X
X X IPS/HO
Create PPA and Run Illustration
Closing Kit X
Conduct Weekly FR/FPA Team Meetings
*Provide Investment Analytics (MorningStar, NMCIR, Envestnet)
*Prepare Envestnet Proposal & Investment X
X X
Schedule Medical Exam
Thoroughly Complete the Application Ensure Application is Complete
Dictate Case Notes
Post Appointments
Add Case Notes and Update CRM Contact
FR FPA X
X
X
X X
X
Preparation Prepare a solution
Approach/Fact Finding Discover the inner person
Phoning Set the appointment
Prospecting Obtain qualified suspects
Closing Commitment to take action
Delivery Delivering our promise
Follow Through
Admin
Building a lasting relationship


GOODWIN, WRIGHT EXPECTATIONS & DEFININITIONS
Daily
• 40Dials
• 5 Appointments Set • 3 Appointments Kept • 5-6PointsEarned
WHAT SUCCESS LOOKS LIKE
Granum-Level Activity Weekly
• 25AppointmentsMade • 15AppointmentsKept • 6 Factfinders
• 6 Closes
• 20 Qualified Suspects • 25-30ActivityPoints
Definitions and Criteria for Tracking Activity
• Qualified Suspect: Referred lead, name and phone number. **Non-referred leads (cold calls) can count as QS’s when and only when they schedule an appointment.
• Fact finder: Next appointment is to present Personal Planning Analysis (PPA). Enough information must be collected in the FF to complete a PPA, send discovery agreement letter/email, make needs/wants based recommendations if prospect agrees to meet again.
• PPA is a planning tool which analyzes a gap in your client's financial plan, based on their current resources vs. the goals that they would like to achieve.
• Case Open: Fact finder is complete. You expect to present PPA and recommendations in the next 30 days AND expect business submitted in the next 45 days.
• Close: The prospect was ASKED to do all of the following: give payment, schedule a medical and complete the application(s).
• 5 Days Ahead: Number of appointments scheduled on the next five working days. Excludes internal development appointments (RACE, SET, Mentor, Training meetings).
• Dial: Call, email or text for the purpose of scheduling client building appointments.
• Reach: Person answers the phone or responds to the email or text.
• Set/Made: Booked the appointment.
• Meal: Food was consumed, meeting was held at traditional meal time; business was discussed.
• Submitted Lives/Premium: Application input was completed in the network office.
Monthly
• 25Factfinders
• 25CasesOpen
• 25Closes
• 80 Qualified Suspects
• 100 -120 Activity Points
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PACESETTER
UPDATED 06/2017
PACESETTER FIRST 40
PACESETTER SECOND 60
LIVES
FACTFINDERS
DELIVERED PPAs (with 2+ modules)
POINTS AWARD
40 150 30 720
Mont Blank STARWALKER
LIVES
FACTFINDERS
DELIVERED PPAs (with 2+ modules)
POINTS AWARD
60 / 100
150 / 300
60
1,440
Custom Suit Experience
PACESETTER THIRD 70
PACESETTER FOURTH 80
LIVES
FACTFINDERS
DELIVERED PPAs (with 2+ modules)
POINTS AWARD
70
125
60
650 Hartmann Luggage
LIVES
FACTFINDERS
DELIVERED PPAs (with 2+ modules)
POINTS AWARD
80 / 130 125 / 250 60 1,300 Cutco Knives
For FRs that achieve P40, P60, P70 and P80 – Award TBD
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NON-RESIDENT LICENSES
A non-resident state life insurance license allows the holder to solicit, sell or provide service to prospective or existing clients in a state other than the holder's resident state. A representative is required to obtain a non-resident license (and appointment, if required in that state) for every state in which he/she conducts insurance business. This includes soliciting, selling and/or providing service to existing clients who move out of the state where the original sale occurred.
Every state has its own laws and regulations governing licensing, a financial representative must apply to each state individually.
To learn more about this process, please use the links below:
http://linknet.nml.com/prof_dev/clr/license/nonresident/index.htm http://linknet.nml.com/docs/nonresident_fee_chart.pdf
APPLYING FOR A NON-RESIDENT LICENSE
Before applying for a non-resident license, please reach out to Contract and Licensing Coordinator at Goodwin, Wright.
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NON-RESIDENT LICENSES


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NMIS REGISTRATION
NMIS STUDY MATERIALS
Visit the link below to access the study materials for NMIS registration, Series 6 & 63. They offer a combo package for both required exams that is more cost effective (located on the right sidebar). You will need to order the materials and read the entire book before attending the live class, as this class tends to be more of a review.
Kaplan Financial Education:
https://www.kaplanfinancial.com/securities
Additional Study Material: (this is not reimbursed by home office): https://www.examfx.com/TT/
GEORGIA VARIABLE LICENSE GA Variable Class
You can complete the GA Variable course online through ExamFx. Save a copy of the course completion certificate.
• Click this link: https://nmfn.examfx.com/
• Click on “Sign Up for ExamFx”
• Click “Continue”
• Click “New Student”
• Click “Variable Products”
• Choose Georgia
• Click “Continue”
• Click “Continue” again
• The click “I Accept”
• Then finish the registration process to purchase the course!
Once you are done with the class, it will be time to sign up for the exam.


Variable Products Exam
Visit the link below:
www.pearsonvue.com
1. 2. 3. 4. 5.
6.
Save your
Click on Test Taker Services
Select Category: Insurance
Select Program: Georgia Insurance
Click on Schedule Exam
At that point, you will want to use your log-in information from when you signed up for your Life, Accident and Sickness Exam.
Once you are in, you will sign up for the exam below:
pass slip that you receive from the exam. This is needed to apply for the license.
Exam Code: Exam Title:
Languages Offered; Time Limit:
12-GA-62
Variable Products English; 90 minutes
Once you pass the exam, it will be time to apply for the GA Variable License:
Go here to apply: http://www.sircon.com/index.html
You do it just like you applied for your life, accident, and sickness license, you just choose variable instead of those other options! Let me know if you have questions while applying. At the end, it will ask you to upload documentation. They will not process the license until this is uploaded.
Here are the forms you’ll need:
• Your Certificate of Completion from class
• Your Pass Slip from the Variable Exam
The license fee is $115 and is payable to Georgia Insurance Department. They can take debit/credit online for that part.
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NMIS Coursework
Below are the required Northwestern Mutual courses and assessments (exams) that you need to complete to become a Registered Representative with Northwestern Mutual Investment Services (NMIS). This is just one step in the registration process.
The following NMIS Broker/Dealer Registration training is required for all first year financial representatives for FINRA Series 6 product qualified registration:
The following General Securities training is also required for representatives who hold FINRA Series 7 and 63 product qualification registration and wish to sell general securities products:
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TO BE QUALIFIED WITH NMIS TO SELL:
READ THE FOLLOWING STUDY MATERIAL TO PREPARE FOR THE ASSESSMENTS (EXAMS):
YOU MUST COMPLETE THE FOLLOWING ONLINE COURSES AND PASS THE FOLLOWING EXAMS WITH A SCORE OF 70% OR HIGHER:
Variable Products and Mutual Funds
• NMIS Registration Course
• Fastrack NMIS Registration assessment
• Introducing - Your Success Built on Values
TO BE QUALIFIED WITH NMIS TO SELL:
READ THE FOLLOWING STUDY MATERIAL TO PREPARE FOR THE ASSESSMENTS (EXAMS):
YOU MUST PASS THE FOLLOWING ASSESSMENTS (EXAMS) WITH A SCORE OF 70% OR HIGHER:
General Securities*
• General Securities Basics Course
• General Securities Basics Assessment


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Notes:______________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________




TAB FPO
Initial Training – 9 Joint Work
9


TAB FPO


VISION:
To Become a pre-eminent, world-class Financial Security Company as measured by Productivity, Culture, and Morale through Attracting, Growing, Developing, and Equipping Leaders.
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GOODWIN, WRIGHT
JOINT WORK RESOURCE GUIDE
THE PURPOSE OF JOINT WORK
The main purpose and benefit of joint work for new financial representatives is to LEARN how to effectively move a qualified suspect through our sales cycle from experienced financial representatives. 10-3-1 still applies to these joint cases. A secondary benefit of joint work for new financial representatives is to EARN a percentage of a sale which you may not have been able to close yourself as a new financial representative.
Description of Ideal
Quali
fied Suspect for Joint Work Opportunities
 Referred lead from a trusted nominator
 You know something personally, professionally and financially about the QS
Examples: Relationship to the nominator, Occupation of QS, Age of QS  Married $150,000 + of household income
 Single $100,000 + of household income
TO SCHEDULE JOINT WORK MEETINGS:
• Provide joint work FR all qualifying information regarding the QS as listed above upon requesting the joint work meeting. Joint work FR has the right to refuse the appointment if QS is not thoroughly qualified.
• Before calling on ideal QS get open dates and times from joint work financial representative’s associate financial representative.
• Allow 1-3 weeks in advance when scheduling with joint work FR. (Just like you they need to keep a full calendar well in advance).
• Coordinate and schedule the date, time and location of the meeting with AFR/FR and QS.


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BUCKHEAD
Samuel E. Arthur
District Director
Financial Advisor
FR Number: 23871
(404) 846-3078
[email protected]
University of South Carolina
Ideal Prospect: household income of $250k or more with a focus on attorneys, business owners, sales professionals, and people involved in real estate
Sam PPA User
Johnny
Johnny E. Carruth, CPA, CLU, ChFC
DI Specialist
Financial Advisor
FR Number: 60906
(404) 846-3031 [email protected]
Georgia State University
Ideal Prospect: Married with children, between ages 35 and 60, professional occupations and executives.
PPA User
Stefan R. Brecher
Field Director/Financial Representative FR Number: 68729
(404) 846-3064 [email protected]
Stetson University
Ideal Prospect: Income over $500K for a professional or $350K for a business owner who has 10 or more employees.
Stefan
Matthew
Mathew Cesari, CLU, CFP
Financial Representative FR Number: 15053
(404) 846-4088 [email protected] Furman University
Ideal Prospect: Attorneys or people in finance (investment banking and private equity), married couples who preferably have a household income over $150,000
PPA User
Clayton M. Brinson, CFP
Retirement Planning Specialist
Wealth Management Advisor FR Number: 98185
(404) 846-3085 [email protected] Georgia Tech
Ideal Prospect: Business owners with at least $500K in assets or 50 employees, focusing on corporate 401(k) or 403(b) plans
Clay
John
John L. S. Fay
Life Specialist
Field Director/Financial Advisor FR Number: 19404
(404) 846-3034 [email protected]
Georgia Tech
Ideal Prospect: Business owner or dual income family with gross income over 250k. Intown/Decatur residents/GT graduates.
PPA User
Marshall “Mike” F. Campbell, MSFS
Wealth Management Advisor FR Number: 67102
(404) 846-3005 [email protected] Wesleyan University
Ideal Prospect: Over the age of 50, $1M+ of investable assets, ability to save $25k per year A/T, married with children/grandchildren.
Mike PPA User
F. Link Forester, III, CLU, ChFC, CFP
Financial Advisor
FR Number: 63583
(404) 846-3015
[email protected]
Auburn University
Ideal Prospect: Estate, personal or business markets; $500K.
Link


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BUCKHEAD continued
Kasey
Kasey B. Gartner, CLU, CFP, ChFC, CASL
Field Director/Financial Advisor FR Number: B4964
(404) 846-5013 [email protected] University of Georgia
Georgia State University
Ideal Prospect: Corporate executives (VP, Director or above at Fortune 500 firms), partners in law firms, Sr. Managers and small business owners. $400k of income
PPA User
Scott
Scott Jeffries, CLU, CFP, ChSNC
Financial Advisor
FR Number: 078784
(404) 846-3053 [email protected] Georgia Southern University
Ideal Prospects: business owners, families with Special Needs (Autism, Down Syndrome, or other intellectual challenges that will make these loved ones dependent on their family. I work closely with their attorney to design a special needs plan.
Paul J. Greenberg, CLU, ChFC
Chief Development Officer
Financial Representative FR Number: 73268
(404) 846-3022 [email protected] Emory University
Ideal Prospect: Physicians, business owners, professionals.
Paul
Jeffrey S. Lantz, CLU, ChFC
Financial Advisor
FR Number: 48555 (404) 846-3016 [email protected] Georgia Tech
Ideal Prospect: Closely held business owner, Professional, Senior Executive, Age 40-60, Income @ $300K + (minimal acceptable – same as above).
Jeff
Matt
Matthew O. Goodwin, CLU, CFP
Wealth Management Advisor
FR Number: 76702
(404) 846-3052 [email protected] Duke University
Ideal Prospect: $600K+ of income and $0 of investable assets OR $0 of income and $600K+ of investable assets OR $300K+ of income and $300K+ of investable assets. Also any business owner with real potential regardless of income or assets.
Daniel
Daniel K. Loventhal, CLU, ChFC, CFP
LTC Specialist
Financial Advisor
FR Number: 92498
(404) 846-3065
[email protected]
University of Rochester
Ideal Prospect: Families and businesses that need and value in-depth insurance and investment planning; long term care prospects; medical professionals.
PPA User
Chad
Charles R. Harlan, CLU, CFP
Wealth Management Advisor FR Number: 74007
(404) 846-3091 [email protected]
Wake Forest University
Ideal Prospect: Professionals and business owners with household income of $200K and up, but will help any long-term prospect or a newly formed business.
PPA User
Derrick
Derrick Murray
Financial Representative
FR Number: C1239
(404) 841-5032
[email protected]
Furman University
Ideal Prospect: Household income of $22k or more with a focus on business owners, physicians, and professional athletes.
PPA User


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BUCKHEAD continued
Bob
Bob Pozatek
Field Director/Financial Advisor
FR Number: B8502
(404) 846-3056
[email protected]
University of Florida
Ideal Prospects: Young, college graduates, 25- 40 years old, and highly successful.
PPA User
Tyler
William Tyler Smith
Group DI Specialist
Financial Representative
FR Number: 87006
(404) 846-3054
[email protected]
University of Georgia
Ideal Prospect: Married with $150K of household income
PPA User
Juan Diego Ramirez
Financial Representative
FR Number: C6126
(404) 848-7145
[email protected]
University of Bogoa Jorge Todeo Lozano Ideal Prospect: Business Owners, 25-55 years old, Hispanic / Foreign nationals and their families.
JD PPA User
Rob Spencer CFP, CFA, RICP
Annuity Specialist
Wealth Management Advisor FR Number: 98128
(404) 846-3602 [email protected] University of Virginia
Ideal Prospect: 45-65 year couples who are getting serious about retirement planning. Attorneys, consultants, financial professionals, sales people.
Rob PPA User
Mac
F. Mackey “Mac” Schneider, CFA
Wealth Management Advisor FR Number: 66345
(404) 846-3601 [email protected] Wheaton College
Keller Graduate School of Management
Ideal Prospect: Business Owner, Corporate Executive, Consultant, Physician, Attorney with income; $500K+Married with Children, aged 45- 65. Investable assets of $1M (that are portable and could be moved under our management).
PPA User
Wesley S. Spiro, CPA
Financial Advisor
FR Number: C7413 (901) 355-9612 [email protected] University of Tennessee
Ideal Prospect: Enjoy working with business owners. Ideal Household Income: $200k- $400k
Industry: Private Equity, Banking, Accounting, M&A, Medical Market
Wes PPA User
Timothy A. Smith
Field Director/Financial Advisor
FR Number: B4666
(404) 846-5011
[email protected]
University of Georgia
Ideal Prospects: Closely held business owners, real estate and medical sales world.
Tim PPA User
Aubrey
Aubrey E. Vaughn, III, CLU, ChFC, CFP, REBC
Business Markets Specialist
Wealth Management Advisor
FR Number: 54622
(404) 846-3017
[email protected]
University of Florida
Ideal Prospect: Closely held business market, Income of owners >$500K. Manufacturing, construction, distribution and franchise organizations. Minimum Prospect: Owner income > $250K, Business Value > $5M. PPA User


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BUCKHEAD continued
John M. White, Jr.
Field Director/ Financial Representative FR Number: 24253
(404) 846-3044
[email protected]
Anderson University
Ideal Prospect: 30-45 year olds with an average income of $600K, who work in Real Estate, is a Business Owner or Sales Person.
John PPA User
Blake
James Blake Young, III
Financial Representative
FR Number: 78503
(404) 846-3063
[email protected]
University of North Carolina-Chapel Hill Ideal Prospect: Half my clients are in financial services (wealth management, private equity, venture capital, investment banking). Rest are spread out between sales guys, attorneys, doctors and business owners. Family income over $250K.
PPA User
Thomas R. Wideman, CLU
Financial Representative
FR Number: 15073
(404) 846-3168
[email protected]
Clemson University
Ideal Prospect: 35-55 years old with income of $350K or more. I work with business owners, attorneys, accountants and people in sales roles.
Tom PPA User
F. Zachry Young
Managing Director
Financial Representative
FR Number: 24100
(404) 846-3163
[email protected]
University of Virginia
Ideal Prospect: Age 25-35 with an average income of $150K; prospects in private equity, financial services, banking, hedge fund, private wealth management; I work with clients located in New York City.
Zach PPA User
Rich
Richard D. Wiley, II
Field Director/Financial Representative FR Number: 02687
(404) 846-3576
[email protected]
Georgia State University
Ideal Prospect: Young married with children, attorneys, doctors, dentists, sales/high commission positions, mortgage professionals, income $200K or potential to be there in next 5 years.
NORTHWESTERN BENEFIT
Meredith Boone
Sales Specialist
Northwestern Benefit Corporation of Georgia
(770) 317-3217 [email protected]
Meredith
Kelly Weber
Sales Specialist
Northwestern Benefit Corporation of Georgia
(404) 805-3666 [email protected]
Kelly


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PEACHTREE CORNERS
Phil Adra, CLU, CFP
Field Director/Financial Advisor FR Number: 13763
(770) 246-8486 [email protected]
Louisiana State University
Ideal Prospect: Successful accounting and medical professionals in Atlanta with a household income over $350,000.
Phil PPA User
Brandon
Brandon G. Guntor, CLU, CFP
Field Director/Financial Advisor FR Number: 15817
(770) 246-8357 [email protected] University of Georgia
Ideal Prospect: Business Owners, Doctors, Executive Leaders at Companies (VP, Sr VP, CEO, CFO, Directors), High-End Sales Professionals, Professional Athletes (NFL, MLB, PGA), Income of $500,000 - $1M +
PPA User
Victor
Victor J. Borowsky
Wealth Management Advisor FR Number: 07207
(770) 246-8353 [email protected] Georgia Tech
Ideal Prospect: 30-50 years old, generally married w/ household income over $200K, physicians (including while in residency), dentists, attorneys, sales, business owners
PPA User
Gregory S. Mayfield, CLU, ChFC, CFP
Wealth Management Advisor FR Number: 87643
(770) 246-8354 [email protected] Florida State University
Ideal Prospect: Leaders in corporations or closely held businesses with incomes of $500K-$5M a year and investable assets of $1M or more. Minimal accepted would be $500K income and/or $1M of investable assets.
PPA User
Brent
Brent R. Burke, CLU, ChFC, CFP
Financial Representative
FR Number: 90933
(770) 246-8359
[email protected]
Georgia Southern University
Ideal Prospect: Age 45-65, Married, $300k+ yearly income, Business Owner, 1/3 of clients are Indian
PPA User
Wayne
T. Wayne Moore, CFP
Wealth Management Advisor FR Number: 78410
(770) 246-8361 [email protected] University of Georgia
Ideal Prospect: Business owner, incentive based compensation, or commission based compensation. Income: $250K to $2M. Minimal accepted prospect: $200K income, $500K investable assets or business owner. PPA User
John A. Crawford, CLU, ChFC, CFP
Managing Director
Financial Advisor
FR Number: 54071
(770) 246-8355 [email protected]
University of Georgia
Ideal Prospect: Married with $150K of income.
John
Justin
Justin D. Neal, CLU, ChFC, CFP, REBC
Financial Representative
FR Number: 90152 (770) 246-8358 [email protected] Berry College
Ideal Prospect: Performance compensated professionals, sales professionals with incomes in excess of $200K, owners of closely held companies, attorneys, endurance athletes; technology, staffing and healthcare companies.
PPA User


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PEACHTREE CORNERS continued
Thomas P. Vitale, CLU, ChFC
Financial Advisor
FR Number: 63120
(770) 246-8363
[email protected]
Seton Hall University
Ideal Prospect: Business Owners, $200K, Concentration in construction
Tom PPA User
CENTRAL GEORGIA
Robert M. Danner, III, CLU
Managing Director
Financial Representative FR Number: 66227 (478) 743-9351 [email protected] Mercer University
Ideal Prospect: Married with children, $500K+ of income, business owner or professional
Robby
Anderson O. Jones
Financial Advisor
FR Number: 00571
(478) 742-5785
[email protected]
University of Georgia
Ideal Prospect: $200,000+ annual income, closely held business owners, physicians, private practice attorneys, Central and South Georgia, Metro Atlanta – South of I-20.
Andy
Kent A. Baldschun, CLU, ChFC, CFP
Field Director/ Financial Advisor FR Number: 48135
(478) 951-8287 [email protected] Georgia Tech
Ideal Prospect: Owner of a closely held business which excess of $5M of annual revenue.
Kent
John David
John David Miller
Field Director/Financial Advisor FR Number: 15177
(478) 749-6750 [email protected] Macon State College
Ideal Prospect: Married with $150K of income
PPA User
Bob
W. Robert Johnson, CLU, ChFC, CFP
Wealth Management Advisor FR Number: 60402
(478) 749-6757 [email protected] Mercer University
Ideal Prospect: Successful and affluent individuals, 50 years old and above, family focused, concerned about estate, charitable, investment & retirement planning. $250k and above income and/or net worth $5m and/or investible assets $1m.
Cameron
Cameron T. Windham
Financial Advisor
FR Number: 20610
(478) 749-6751
[email protected]
Georgia Southern University
Ideal Prospect: Business owner, real estate professional, or farmer between South Atlanta and anywhere in South GA.