Investors/PIC/PISC

Hats for PIC/PISC

PISC HAT WRITE UP- NEW PISC FILLING IN FOR OLD ONE
PISC HAT WRITE UP- NEW PISC FILLING IN FOR OLD ONE Purpose: This is a hat on to do when new PISC takes over for a previous one so that investors are not...
Mon, 12 Sep, 2022 at 12:55 PM
PISC HAT WRITE UP-HOW TO MAKE A PI PROPOSAL
PISC HAT WRITE UP- PISC HAT WRITE UP-HOW TO MAKE A PI PROPOSAL Purpose: This is a hat on to do a proposal so a PI can select a property(ies) to purchase...
Mon, 12 Sep, 2022 at 12:56 PM
WHAT TO DO WHEN AN INVESTOR DOESN’T QUALIFY FOR RESIGN
                                         E&H POLICY April 25, 2022 WHAT TO DO WHEN AN INVESTOR DOESN’T QUALIFY FOR RESIGN Sometimes a PI...
Mon, 12 Sep, 2022 at 12:57 PM
Policy - Standardly Deliver to Investors
        E&H POLICY April 25, 2022 DELIVERING TO EACH INVESTOR The Equity & Help product promises investors a hassle-free, fulfilling inv...
Mon, 12 Sep, 2022 at 12:57 PM
SUGGESTED ROUTINES FOR PIC/PISC
                         E&H POLICY April 25, 2022 SUGGESTED ROUTINE This is not a required method of action. However, it has proven succes...
Mon, 12 Sep, 2022 at 12:58 PM
KNOW THE INVESTORS
                             E&H POLICY April 25, 2022 KNOW THE INVESTORS The key to success in this post is to be prepared as much as poss...
Mon, 12 Sep, 2022 at 12:59 PM
HANDLING INVESTOR ORIGINATIONS
                                         E&H POLICY April 25, 2022 HANDLING INVESTOR ORIGINATIONS Whenever an investor originates any qu...
Mon, 12 Sep, 2022 at 12:59 PM
EXPANDING THE PI’S PORTFOLIO
                                 E&H POLICY April 25th, 2022 EXPANDING THE PI’S PORTFOLIO Every step in the hat leads up to this point, exe...
Mon, 12 Sep, 2022 at 1:00 PM
CORRECT DOCUMENTATION
                                         E&H POLICY April 25th, 2022 CORRECT DOCUMENTATION As an account manager you need to make sure ever...
Mon, 12 Sep, 2022 at 1:00 PM
Infinite Banking
ASK FOR PERMISSION FROM DIV 2 VP OF SALES AND MARKETING BEFORE VIEWING. 
Mon, 12 Sep, 2022 at 1:05 PM