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rickloek

  1. Sunday morning and we are off to a special holiday party for Make-a-Wish kids.
  2. Chilly out this morning! Lions clubs are in the pararde in San Jose. I am on my way to join them... Good morning San Jose!
  3. I have started a new meetup group for insurance professionals - might you be appropriate for the group? We meet on Friday mornings - 8:00AM
  4. I am off to have a cup of coffee with the district governor from lions club!
  5. So many cases came in this week via referrals - what a great and busy week this has been! Many thanks to the referrers.
  6. The San Jose Willow Glen Lions Club has been installed! We are official! Four new members signed up on Saturday too!
  7. Much prep to do for the lions club installation, speech, name tags, envelopes, signing 34 charter certificatces; all while being empowered
  8. @askbarbarasmith YEAH - Barbara is on Twitter now too! Barbara has an invaluable service for people looking for facilities for loved ones
  9. did you convert your IRA to Roth?? Regretting it? read this then... http://irajedi.com/?p=38
  10. Awesome day so far! More IRA knowledge flowing in! Today we are covering scams and scheme to avoid and how to distinguish the with/for ...
  11. Just got to Gilley's bar in dallas - special training tonight.
  12. In Dallas at my Ed Slott training - IRA training that is.
  13. Touched down in Dallas! Gotta grab my bag and get to the airport.
  14. Heading to Dallas to meet with Ed Slott and his team. Time for some more intense IRA training. Sitting at SJC first though - hurry & w ...
  15. Good afternoon - just got a lead for a 5-8 employee company!
  16. Ready for an amazing week! I have several leads to work on, almost too many. What will you cause this week?
  17. Making calls to find out who is frustrated with their benefits, insurance or retirement plans... Help is on the way!!
  18. Making great progress on causing new clients. What do you think might be the biggest issue a company faces with employee benefits today?
  19. Preparing for my presentation next week on IRA accounts. I am amazed at how much values was lost in the market. One item I am also awa ...
  20. Save the date! October 24. The new lions club, which I'm president of, will have its charter night celebration. Everyone is invited.