Investment Basics
$25 per month
What is the minimum to start investing?
The year and location the MDT was born.
2017 Convention in Indianapolis in the stairwell.
The most powerful force -working for or against you.
What is compound interest?
Leo's favorite "light" lunch.
What is a cheeseburger?
The date of the next convention.
What is July 7-10, 2027?
It's the only way to have tax free profits.
What is a benefit of a Roth IRA?
What MDT stands for.
Million Dollar Team
Rocket Mortgage & Spring EQ
Who are our lending partners?
Favorite quote regarding habits and excellence.
What is "How you do one thing is how you do everything"?
Primerica Reps Can achieve OWNERSHIP of their business this way.
What does earning $300,000 per year achieve?
This allows diversification and investment into many companies, including Apple, Amazon, Google, etc with low amounts.
What is a mutual fund?
This is our team motto.
What is RISE BY LIFTING OTHERS.
What is a HELOC or HELOAN?
Closing Clinic times.
What is Wednesday and Friday, from 11-11:30am?
This will grow to be 1/3 of our business.
What is LENDING?
When opening an IRA for the first time on January 1st of 2025, what is the max a 30 year old can contribute?
What is $14,000- using both the 2024 prior year contribution and 2025 current year contribution room.
This was our original vision for number of RVPs.
What is 40 RVPs?
This is the value of everything you own minus everything you owe.
What is your networth?
If you want some, you should get your own.
What are french fries?
These 3 things pose the greatest struggle on the path to business success.
What are your thinking, your skillset, and your discipline.
What is Corebridge's Fixed Income Annuity?
This is our 10 year plan for the US team.
What is 40 RVP Promotions, serving clients in the big three industries of insurance, investments, and debt?
The difference that can cause two debts of equal amounts, with equal interest rates, and equal payments, to take 10 years different to pay off.
What is fixed vs revolving debt?
Leo's coaching style.
What is tough love (ask Martin)?
Master these and you will be unstoppable.
What are the seven fundamentals?