Investors/PIC/PISC
Hats for PIC/PISC
https://calleasyhomes.com/web#view_type=list&model=account.invoice.line&action=903 load all the entries, select them and print https://calleas...
Wed, 24 Nov, 2021 at 1:44 PM
No, this is not an option Investors have. the family has a contract on the property and have "equitable title" this means that the onyl money owed...
Mon, 14 Mar, 2022 at 4:36 PM
Please watch the video https://drive.google.com/file/d/1LIc4j8k-tN-ZrDitaZYiV_QIl9okEJFV/view?usp=sharing
Mon, 18 Jul, 2022 at 5:50 PM
https://drive.google.com/file/d/1n8QB7fXIbIi0vmOCmTRGNaUXqAYK8abB/view?usp=sharing This video goes over general math on SEC regulated products and speci...
Mon, 12 Sep, 2022 at 12:47 PM
https://drive.google.com/file/d/1ScTY0mnSpvCf5xoP_0RSI53ElNEB3Nnj/view?usp=sharing This video goes over what dividend stocks are, the math for them, how...
Mon, 12 Sep, 2022 at 12:49 PM
https://drive.google.com/drive/folders/1QixvQ1wxz8xkYH6g0H3uoSfdavN-M4z0 Series of 4 videos explaining why and how EQH is the best viable investment and...
Mon, 12 Sep, 2022 at 12:51 PM
https://drive.google.com/drive/folders/1tkee-Yfrp0ADtmp7U-f3eYJaPcraPKpt These videos are about the basics of a 1031 exchange, an explanation of the pap...
Mon, 12 Sep, 2022 at 1:12 PM
PISC HAT WRITE UP-MECHANICS OF BUILDING RAPPORT Purpose: This is a hat on what to do to effectively build rapport with any PI Originator: VP Sales and ...
Mon, 12 Sep, 2022 at 12:53 PM
RECOMMENDED POLICY April 25 2022 ONBOARDING A PHILANTHROINVESTOR The Philanthroinvestor Service Consultant (PISC) is responsible for the fi...
Mon, 12 Sep, 2022 at 12:54 PM
CREATE AN ABI (TRANSFER) HAT WRITE UP Purpose: The purpose of this hat write up is to show the standard way of creating an ABI for transfer for one inve...
Mon, 12 Sep, 2022 at 12:55 PM