Met with: Jon Beuerlein Discussed California Municipal market and equity income opportunities Attendees: Daniel Romero Greg Tobey Location: L.A.C.C. Time: 12:00PM Estimated Cost:...
Met with: Brian Rotter We discussed the fixed income market, the economy and touched based on some of their products. Attendees: Dan Romero & Greg Tobey Location: Sushi @ Sushi Time: 1:15pm Estimated Cost:...
Met with: Marissa Force Discussed Buffered stock market based investments, focused on S&P 500 and dual directional. Also reviewed living benefits thru index products. Attendees: Greg Tobey and Dan Romero Location: King’s Fish House Time: 1:15pm Estimated...
Met with: Dennis J. Meade Jr. and Sean Scanlon We discussed RILA concepts, the economy, and the political climate. We walked thru various products currently offered including living benefits. Attendees: Dan Romero & Greg Tobey Location: Reunion Kitchen &...
Met with: Chris Jackson We discussed the CBO market and US Equity Markets. Attendees: Greg Tobey & Daniel Romero Location: Strawberry Farms GC Time: 1:15pm Estimated Cost:...
