What an amazing company to work for. The ability ...
What an amazing company to work for. The ability to have financial freedom while your helping teachers plan for retirement
What an amazing company to work for. The ability to have financial freedom while your helping teachers plan for retirement
Amazing help I have received from them!
At no cost to me. Thank you!
As a new agent, my experience thus far has been nothing but positive. Nothing like an MLM. I responded to an ad, went through a stringent screening process that included four phone interviews and a face to face with two senior managers. It took two weeks to be approved.
Once approved I went through a back office training process backed by sessions with my director that lasted about a month before they scheduled me to go into the field.
This company cares about its clients and are very selective with who they bring aboard. I'm very excited to be working with them.
A terrible place to work for. It's a pyramid scheme. My trainer never allowed me to get very far on my own and the CEO berated me in front of my fellow agents. I warn everyone to STAY AWAY!!
Clearly the only people giving 5 stars are current employees lol. You can even see them in Facebook..
I love the teachers and school administrators that I get to help with Appreciation Financials school district approved 403B carriers!
We represent 4 major 403B carriers that have approved contracts with local school districts. These companies are specifically designed to protect and grow public educators/classified employees retirement funds in conjunction with their CalSTRS/CalPERS pension funds.
Teachers and classified staff enjoy being able to have a complimentary personal pension review that provides them with multiple, easy-to-understand options, instead of feeling forced into somehting by the one carrier being pushed by the school district for ease of benefit admin to the HR department, not neccesarily the best fit for teachers or classified staff retirement savings.
Our clients appreciate having someone facilitate their supplemental retirement accounts easily instead of having to go thorough complicated and confusing phone conversations with various entities, when they don't even know the right questions to ask or what is really the best option for them or their needs because it's overwhelming.
It is so rewarding to know that I am helping our incredible public educators be able to retire with dignity.
Outstanding Financial Services company serving public school systems for retirement planning.
I am a kind of new with this company & I have many years working experience in so many different organizations, the major difference here other than having a great systems but you are not treated as another machine but as a human,the philosophy here is being helpful in a best possible way & this start with clients, staff & so much more which you can not see it in large organizations, hard work but happy way. I was wish all of them the best.
MLM setup, no support. upline only cares about their own promotions, not doing whats best for the clients. Fixed indexed annuities aren't right for everyone, but you have to try to sign up everyone to get only that product