Primerica Beginning July 29, 2021

This summer, interestingly, I had a few clients that came up to me asking for financial advice. I happened to have connected with Ken Sutherland, who lives here at Lake Royale and owns Life Plan Group. I have recommended a few of my clients to him since I am not licensed to do so. But, I found out later on, his ideal client was one that can invest at least a million dollar. I thought to myself, well even I personally won't  qualify to be his client as I am also in search for further financial advice. I have also spoken with Edelman Financials and they also require a minimum of $100 000. I knew then I have to do something not only for myself but for my clients. I posted in my Facebook tax group to find out how common it was for tax preparers to also have financial advisor licenses. As it turns out, it is common and someone in the group invited me to an informational webinar with Primerica, which video was very attractive and appealed to the opportunity of educating families on financial journey. I knew right there that I would like to do so. Immediately the following day, I was on zoom with Randi Schreiber (the agent who invited me to a webinar) and Mark Spina (RVP). I signed up and paid $49 background check fee and $25 on a monthly subscription on their portal. In return, they pay for my federal and state licenses. 

By the 3rd week of September, I studied Life insurance and passed the course and got my license. Then I took the Health Insurance course, passed it but decided not to take the license as in Primerica, they don't actually let agents sell this product but rather we can refer instead so there was no need for license. I then took the SIE, Securities Investment Exam, as a pre qualifier for Financial Advisor Rep License. I passed that too after 3 weeks. Then I started the following requirement, Series 6 and then after that Series 63. By End of November, I have finished all the 3 exams and was awarded my Financial Advisor Rep license early December. 

December 7, 2021 @ 6 pm, I took the over 3 hour Real Estate course and passed it too. Although I took the course back in September, because of family vacation and getting excited on the SIE course and timing it for tax planning to have my financial license first before the year end was the reason for delaying the real estate test. I am ever so thankful that I passed it. It was a heavy course. Link to my facebook post below.

(2) Facebook

I am so thankful for my Heavenly Father and the support of my family. Every time I went for an exam, I gathered my family and asked them to pray for me. I have asked each member of my family to pray for me in their personal prayer. I am so thankful for their support and love. My Heavenly Father has blessed me so much, my heart is full. When last year in 2020, from May to beginning of December, it was such a different state I was in, I could hardly retain a verse of scripture let alone study a course. I am so thankful I was able to overcome that. I saw the vision that I wanted to be a realtor, I did it. I saw myself a financial advisor, I did it. And I knew without a doubt that the Lord wanted me to be successful. I know that what I have and what talent I have is not mine to keep. My ultimate goal is for me and scott to serve a full time mission together, the sooner we get to that point the better. I know the Lord is helping me with this goal and leading me to resources that will eventually help us be financially secure get to a position when our kids have grown to then be able to serve the Lord. Not to say that we cannot serve the Lord now, we can, but such a different opportunity to be able to serve full time and not have to worry about the worldly cares of employment, and others. The last two years, despite the pandemic has been a great opportunity for growth for me, I had struggles like everyone else, but I rose above them, thanks to my family and my God.