5 Tools to Effectively Introduce Mutual Funds
Update: 2020-06-05
Description
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
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