NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
I am a Registered Representative and Investment advisor representative of LifeMark Securities Corp. a member of the Financial Industry Regulatory Authority (FINRA). Got into Insurance Sales and Service – Life, Health, Property, Casualty, Disability, Long Term Care, Senior Care, ACA Health started in October 1999 to present. I received my Variable License in February, 2001 and my Series 65 in Aug 2015. In May 2019 achieved my Certified Financial Fiduciary®. I can work with Mutual Funds, IRA, 401(k) and Variable Products. I am affiliated with numerous RIA firms and use their resources to provide working with retirement plans of individuals and/or companies. Individual investment has also been provided through these plans some of which contain a stop-loss function that will keep the value of their plan from dropping more than 10 – 10.5 %. All the investment goes into government bonds and when the market starts recovery the bonds are sold back to the equity investment at a lower price than obtained on the switch to bonds. As the Saying Says: Sell High and Buy Low.