About Us
Rafi Rodriguez
The products and services we offer
Recommendations Received (15)
"Sound, disciplined and successful experience in the l Financial Industry. Builds relationships..."
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"Sound, disciplined and successful experience in the l Financial Industry. Builds relationships based on trust and high ethical values "
"Rafi is a true professional who is very knowledgable not only in his specific are of expertise..."
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"Rafi is a true professional who is very knowledgable not only in his specific are of expertise but wisdom about life and what constitute true good health, wealth and happiness. He is an exemplary leader and genuinely desires the best for humanity. "
Products & Services
We specialize in Retirement Lifestyle Solutions by providing professional guidance and simplifying complex financial concepts so you can make infor...
As part of a comprehensive financial plan, we offer life, health, and Long Term Care insurance solutions.
Recommendations Given (6)
"Jose Angel Rodriguez Samalot is a top-notch professional, a leader in Personal and Professional..."
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"Jose Angel Rodriguez Samalot is a top-notch professional, a leader in Personal and Professional Development Education and a well recognized, energized communicator and presenter. Through his inspirational and animated workshops, he elevates you, your employees and staff to new heights."
"Carol is very professional, an expert in her field, and a caring person. "
Recent Activity
Step 6: Share with your clients and prospects compelling stories about the value of life insurance.
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Step 6: Share with your clients and prospects compelling stories about the value of life insurance.
1 Reply
Neither. I rather be part of a team that has focus on the mission at hand and where every team members feels they are contributing to the accomplishing the task at hand. When success is shared among all team members, the team rises to new heights.
(more)
Neither. I rather be part of a team that has focus on the mission at hand and where every team members feels they are contributing to the accomplishing the task at hand. When success is shared among all team members, the team rises to new heights.
This is when family and trusted friends come in to help out, financially and emotionally. Other options are: low interest loans from banks during this shutdown, consider a loan on your 401K, there are opportunities in part-time work as well. This government shutdown is a clear illustration of...
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This is when family and trusted friends come in to help out, financially and emotionally. Other options are: low interest loans from banks during this shutdown, consider a loan on your 401K, there are opportunities in part-time work as well. This government shutdown is a clear illustration of the need to have 3-6 months of income in emergency savings. Where do you go from here? Work with a financial professional to get you financial plan on track.
Within the week and in agreement with the client or prospect on the date & time of the follow up call.
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Within the week and in agreement with the client or prospect on the date & time of the follow up call.
Check my story at http://www.askrafi.com/blog/my...
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Check my story at http://www.askrafi.com/blog/my...
Tell your story, share your passion, easy to navigate, be transparent on services and fees.
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Tell your story, share your passion, easy to navigate, be transparent on services and fees.
1 Reply
What recognition have you received for your work performance and achievements?
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What recognition have you received for your work performance and achievements?
I do a complimentary (20-30 minutes) Ready to Retire Assessment with prospects. They get value from it and I get an appreciation if they have my ideal client profle. If we are a good fit, we press on with a fee-for-service financial planning agreement. If not, they got some valuable insight...
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I do a complimentary (20-30 minutes) Ready to Retire Assessment with prospects. They get value from it and I get an appreciation if they have my ideal client profle. If we are a good fit, we press on with a fee-for-service financial planning agreement. If not, they got some valuable insight into their retirement readiness which they can use to pursue their own solutions or work with another advisor.
Focus on the important things in your life and use your God-given talent for the benefit of others.
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Focus on the important things in your life and use your God-given talent for the benefit of others.
In my experience, the key to a great networking meeting is to listen to the other person, get to know them and show genuine interest in creating an mutual enriching relationship.
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In my experience, the key to a great networking meeting is to listen to the other person, get to know them and show genuine interest in creating an mutual enriching relationship.
