5 Tools to Effectively Introduce Mutual Funds

05/06/2020 3 min Temporada 1 Episodio 29

Listen "5 Tools to Effectively Introduce Mutual Funds"

Episode Synopsis

Our very own SVP and Head of Sales, Marketing, and Distribution Ms. Jung Fernando shares her 5 tools to effectively introduce mutual funds. 
Timestamps: 
0:00 - Introduction 
0:21 - Basic Financial Planning Orientation 
0:53 - Mutual Fund Presentation 
1:22 - Fund Fact Sheet and Prospectus 
2:00 - Statement of Account (SOA) 
2:36 - Investment Projector Calculator 
3:21 - Summary  
Fund Fact Sheets and Prospectus: https://invest.rampver.com/support/ffs.html 
Investment Projection Calculator: https://invest.rampver.com/graph/projector.html  
Find the best mutual fund for you at https://invest.rampver.com