Topics of Discussion: RILA annuity product and enhanced living benefits. Attendees: Daniel Romero and Greg Tobey Location: Baran Mediterranean Restaurant Time: 1:15pm Estimated Cost:...
Topics of Discussion: Industrial Real Estate, DST and 721. Attendees: Daniel Romero and Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost:...
Topics of Discussion: multi sector bonds, private credit and US equities Attendees: Daniel Romero and Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost:...
We discussed dynamic allocation, balanced and interest rates. Attendees: Daniel Romero and Greg Tobey Location: Reunion Kitchen & Drink Time: 1:15pm Estimated Cost:...
Jackson National – Tony DiBacco Topics covered : Jackson Rila market link pro 3. Up to #2 top seller at lpl. I’ll tell you why Jackson advisory Rila. # 1 advisory selling at lpl. What makes this work! Jackson Income Assurance – new income fia now available...
