We have signed up for a new online resource called Weiss Financial Ratings Series Online that includes ratings for banks, credit unions, insurance companies, stocks, and mutual funds, plus financial planning and investment tools including medigap plan comparison.
I’d like staff to attend a one-hour training/demo on this new resource. Our rep is available everyday next week at either 9am or 1pm. Please indicate what times/days work for you via the Doodle poll linked below. I know not everyone will be able to attend. I’ll try to record the session for those that can’t make it.
https://doodle.com/poll/w82awz2h4k2s8ctk?utm_source=poll&utm_medium=link