January 11, 2023, Grand Junction, CO – Announcement
Our founder, Brian M. Kennedy has started his work and is nearing the completion of the required 50 hours of pre-licensing training for both Health Insurance and Life Insurance products. As a part of the ongoing financial training, and new information products from both SIMVISR Financial and its founder this new licensing will mark a minor transition of SIMVISR Financial into the personal insurance space, as well as continuing to offer other financial, investment, administrative, and business services through both SIMVISR Financial and other SIMVISR Companies.
Ultimately, SIMVISR Financial will add staff trained and licensed in these very areas to ensure we have the capability to offer these products and services at the volume and with the quality that we offer all of the rest of our business oriented services.
It is anticipated that the training will be completed, and licenses in place by February 1st, 2023. If you are interested in learning more about what we will offer as we make this foray into personal, individual, and family insurance services and how it compliments our financial literacy and educational drive, as well as our goals of helping to secure the personal finances of small business owners, startup founders, and small investors, please contact us.
Our end goal by adding these services is to create an end-to-end solution for financial protection, education, and growth for small business owners and investors that includes personal financial security, business financial management, business financial growth, and personal financial legacy (college funds, loan products, death benefits, inheritance, etc.). By helping both founders/owners, and businesses themselves we hope to create a stronger financial future in our country, and help to build a generation of people with a strong foundation in financial literacy that can leave scarcity mentality behind and focus on innovation, connection, and personal development.
Our aim is that giving our clients access to both great insurance products (like Indexed Universal Life Policies), new income generation tools (like Indexed Annuities), and the opportunity to share the financial literacy campaign we can create a rounder picture of financial health for those that we serve and reach.
Our founder is currently working on the release of a four part series geared toward financial education and building a foundation of wealth shared across family members, similar in nature to a family office, but geared toward creating both legacy wealth, and investment vehicle for family members, and the core foundations of financial education and literacy for its members. To this end, we have joined World System Builder (WSB), as we feel our interests and mission are in line with their mission to provide educational resources and financial literacy to a struggling world.
WSB is a community of like-minded professionals with over 80,000 members, more than 350 financial centers, and was created to empower both families and businesses with the right financial resources to make the best plans for now and for the future. Like SIMVISR Financial the founders of WSB have a true heart for helping people achieve their goals, find financial security, and to avoid the pitfalls commonly associated with trying to plan and understand financial tools on their own.
For more information on the training that is being undertaking, and the requirements for the State of Colorado, please visit here for more information.
SIMVISR Financial is a division of SIMVISR LLC with offices at 455 Main Street, Grand Junction, Colorado 81501.
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