F2F Class Notes (Bryce)
Today we focused on:
We had a bit of chit chat about money, travelling, and friendships.
Good luck Eva!
Vocabulary
MLM – Multi-level Marketing
Series 6 and 66 Investment Licenses
Mutual Funds – a pooling of investment money to diversify their portfolio by investing in multiple companies.
Whole Life Insurance – A form of Life Insurance that includes an investment portion and a payout amount. Premiums are paid for life!
Term Life Insurance – No investment portion. Premiums are paid for a specific period of time.
Annuities – An investment product, suitable for retirees, with a large upfront investment and a steady payout for life.
Diversify – splitting things up!
Premiums – Often Monthly or Annually payments made to insurance companies
crash events – attending an event WITHOUT being invited
“Party crasher” – one who crashes events
SUGGESTED TOPICS:
- My former career in USA with Primerica Financial Services
- Travelling stories
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