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Team-
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Please see below and attached from F&G=E2=80=A6 They are allowing =
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Thanks,
Sam
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From: Carlson, Dustin =20
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Good Morning =E2=80=93 here=E2=80=99s a quick note regarding performance =
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1. We allow virtual sales: I thought our virtual sales process may =
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2. Attachment – Market loss piece =E2=80=93 this has been flying off the =
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3. Two other attachments: COVID Impact and what Barclays analysts are =
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Barclays Trailblazer Sectors 5: Crisis Analysis=20
Ticker: BXIITBZ5
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Initial Coronavirus Scare (Feb 21th =E2=80=93 Feb 28th)
SPX: -11.49%
TBZ: -4.32%
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Super Tuesday/Rate Cut/Coronavirus Concerns Continue (Feb 28th =E2=80=93 =
SPX: +0.61%
TBZ: +1.57% =E2=80=93 driver of this performance was TLT (+1.84%) =
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Oil Price War and Trading Halt (March 9th)=20
(worst day for markets since Dec 2008)
SPX: -7.60%
TBZ: -1.13%
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YTD Performance (As of March 10th)=20
SPX: -14.99%
TBZ: -0.97%
SPX 5% Vol Control: -3.50%
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The index rebalanced 7 times in the past two weeks, 8 times YTD =
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Dustin Carlson
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This email is confidential, intended only for the named recipient(s) =
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Team-
Please see =
Thanks,
Sam
From: Carlson, Dustin =Sent: Thursday, March 12, =To: Carlson, Dustin =Cc: Christenson, Lukas =Subject: F&G – =
Good Morning =E2=80=93 here=E2=80=99s a quick =
We allow virtual =
Attachment – Market =
Two other attachments: =
Barclays Trailblazer Sectors 5: =
Ticker: BXIITBZ5
Initial Coronavirus = (Feb 21th =th )
SPX: =
TBZ: -4.32%
Super Tuesday/Rate = (Feb 28th =E2=80=93 Mar =th )
SPX: +0.61%
TBZ: +1.57% =E2=80=93 =reminder this =
Oil Price War and = (March =th )
(worst day for =
SPX: =
TBZ: -1.13%
YTD Performance = (As of March 10th ) =
SPX: -14.99%
TBZ: =
SPX 5% Vol Control: =
The index rebalanced =7 times in the past two weeks , 8 times YTD =E2=80=93 this =
D= S= A= D= P= f=
This email is confidential, =
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New submission from Federal Benefits Specialist Survey
Name
Paula Vargem
Specialist Name
Johnny Gottstein
How did you hear about us?
Referral
Referral Name
mailhandlers union
Was your benefit specialist prompt and courteous of your time?
Yes
Were all your questions answered?
Yes
Did your benefits specialist help you understand or update your benefits?
Yes
Would you refer your benefits specialist to a colleague?
Yes
What financial or insurance products were discussed during your appointment?
Retirement Plans
Annuity
Roth IRAs
Life Insurance
What other products or services are you interested in?
Retirement Plans
Annuity
Roth IRAs
Dental
Retirement Paperwork Completion
New submission from Federal Benefits Specialist Survey
Name
Ernesto Reales
Specialist Name
William Muse
How did you hear about us?
Co-Worker
Co-Worker Name
Pam Smith
Was your benefit specialist prompt and courteous of your time?
Yes
Were all your questions answered?
Yes
Did your benefits specialist help you understand or update your benefits?
Yes
Would you refer your benefits specialist to a colleague?
Yes
What financial or insurance products were discussed during your appointment?
Retirement Plans
Annuity
Roth IRAs
Dental
Vision
Accident/Disability
Critical Illness
Life Insurance
What other products or services are you interested in?
Retirement Plans
Annuity
Roth IRAs
Dental
Vision
Accident/Disability
Critical Illness
Life Insurance
Retirement Paperwork Completion
Comments/Feedback:
Billy was great and knows his stuff!
New submission from Federal Benefits Specialist Survey
Name
Ernesto Reales
Specialist Name
Matt Monkewicz
How did you hear about us?
Referral
Referral Name
Joe Smith
Was your benefit specialist prompt and courteous of your time?
Yes
Were all your questions answered?
Yes
Did your benefits specialist help you understand or update your benefits?
Yes
Would you refer your benefits specialist to a colleague?
Yes
What financial or insurance products were discussed during your appointment?
Retirement Plans
Annuity
Roth IRAs
Life Insurance
What other products or services are you interested in?
Comments/Feedback:
Matt was great.
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Hey All-
For the presentations, please use the below link on our website for
If you don’t have a log-in please shoot Ernie an email
GPIS Training
Sam Wiss, RICP
GPIS Employee Benefits Specialists
www.gpis4u.org |
Schedule Your FREE Retirement
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Hey All-
For the =
If you =
https://gpis4u.org/gpis-traini=
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GPIS Employee Benefits =
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Schedule Your FREE =
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New submission from I want to register for an GPIS upcoming workshop!
Name
Ismail Penukonda
Email
drchinthu@gmail.com
Zip Code
76051
Select Workshop
Dallas, TX – Sunday at 10:00 am
New submission from Federal Benefits Specialist Survey
Name
Tamera Fall
Specialist Name
Johnny Gottstein
How did you hear about us?
Social Media
Referral Name
Grace Fall
Social Media Platform
Facebook
Was your benefit specialist prompt and courteous of your time?
Yes
Were all your questions answered?
Yes
Did your benefits specialist help you understand or update your benefits?
Yes
Would you refer your benefits specialist to a colleague?
Yes
What financial or insurance products were discussed during your appointment?
What other products or services are you interested in?
Please list any questions, thoughts you may have. If our Federal Benefits Specialist was very helpful free to provide your feedback.
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New submission from Contact Us
Name
Michael Bilbrew
Email
Mbilbrew@live.com
Primary Contact Number
(214) 577-5949
I will accept text messages
Address
7063 Chinquapin Drive, Frisco, TX 75033Map It
Topic of Interest
Retirement Planning
