Raymond Wallace
"My dad had $2,000 saved for college, which paid for two semesters. I wanted to educate families on the cost of paying for college. I quickly realized most families were not saving for emergencies, retirement and had inadequate or no life insurance."
Vision: making a change in the financial future of the country.
Raymond Wallace has over 12 years in the financial business helping and educating families. He is licenced: Life and Health Insurance, Mortgage License, Investments Series 6, Series 63 and Series 26 (principle); New Jersey, New York and Florida (investments).
He is Senior Regional Leader at Primerica dealing in Life Insurance, Investments, Long Term Care, Prepaid Legal, Annuities, Debt Consolidation, College Planning, Retirement Planning and First Time Home Buyers.
Recognition: Exclusive Pioneer Club Million Dollar Investment Club.
Financial Extravaganza
Raymond Wallace and Raymond Moore teach Financial Extravaganza. Participants in these sessions develop skills, including:
- What is the rule of 72?
- How does compound interest work?
- What is a mutual fund?
- Which will give a person more of a return on their money, a certificate of deposit or mutual fund?
- How does a budget help you manage yourself and long term future goals?
- How do taxes affect your income?
- What is a traditional IRA?
- What is a Roth IRA?
- How is credit card interest compounded?
- What is a 401K plan?
- Why is home ownership important?
- Is a house an asset or a liability?
- What is equity?
- What is bankruptcy?
- What is inflation?
- Why do families need life insurance?
- What is rich?
- What is wealth?
