Stocks

Bonds

Mutual Funds

Exchange Traded Fund (ETF)

CD/Money Market

IRA - Roth, Traditional

Business Plans (SEP, SIMPLE)

Estate Considerations

Trust/College Fund

Wealth Management

Annuity

Long Term Care

Platinum Card WorkRoom

Best Client Workshop

Orientation Essentials

InfoMinute Seminar

7-Minute Presentation Workshop

Congratulations to our new TeamCoOrdinators!&nbsp;
The bat is in your hands.
Play ball!

Cumberland

Roswell 400

Decatur

Emory

Marietta Square

North Fulton

North Point

Peachtree

Peachtree City

Downtown Woodstock

Canton Business Leaders

Candler Park

Duluth

East Cobb

Virginia Highland

Brookhaven

North Fayetteville

Newnan

South Gwinnett

Friday TeamCoOrdinator Officer Training 

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

5-year Pin

3-year Pin

Professionalism: Tasked with running a professional weekly meeting and directing the LeadershipCore in alignment with a proven success structure.

TeamCoOrdinator

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

MentorCoOrdinator

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

PowerLinks Certificate

Rhonda Jones, CFP®

Endorsements

Endorsement Letters Written About Me

INTROMinutes Written About Me

Endorsement Letters I've Written

INTROMinutes I've Written