The People of EFC
EFC's Director of Operations
Who is Sydnie Mills?
2016
What year did EFC form a strategic partnership with Advisors Excel?
The purpose of this section of the house is GROWTH
What is the roof?
The cornerstone of retirement income for most Americans.
What is social security?
The Retirement Game
What is Cory's latest book?
This person oversees EFC's Client Services
Who is Delilah Chapman?
Elite Financial Center
What do the letters "E", "F", "C" stand for?
This section of the house gives us INCOME
What are the Walls?
When the government mandates that you must start withdrawing a minimum amount annually from your tax-deferred accounts
What is a Required Minimum Distribution?
December 3, 1996
What year did Cory join the industry as a life insurance agent?
EFC'S longest tenured employee
Who is Sherri James?
The way to become a VIP with EFC
What is refer a friend who takes a meeting with EFC?
I find my LIRP in this section of the Sound Fiscal House
What is the Fence?
This plan ensures that your assets are distributed according to your wishes
What is an estate plan?
Bo and Bailey
What are the names of Cory's fur babies?
EFC's newest employee
Who is Jonathan Harbin?
Growth minded; accountable; integrity; success-driven; team player; loyalty; respectful; servant-driven
What are EFC'S 8 core values?
This section of the house protects me against market volatility
What is the foundation?
A contract with an insurance company that can provide guaranteed income to supplement your other retirement income.
What is an annuity?
27 years
How long have Cory and Delilah been married?
The first smiling face you see when you visit EFC
Who is Eileen Widby?
Advisors Excel/AE Wealth Management
Who is EFC's strategic partner and back office?
If I can lose $1, then that $1 is at risk.
How does EFC define risk?
A defined benefit plan that some employers offer that provide you with a steady income stream.
What is a pension?
3
How many children do Cory and Delilah share?