Reviews written by cubby

73 results - showing 51 - 73  
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cubbycubby   August 11, 2014
(Updated: August 11, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Don't mind going over allotted time, in fact maybe it should just be allotted a longer time to start with so that we can plan for it!

cubbycubby   July 17, 2014
(Updated: July 17, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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cubbycubby   May 12, 2014
(Updated: May 12, 2014)
4.0
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cubbycubby   May 08, 2014
(Updated: May 08, 2014)
4.0
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cubbycubby   February 10, 2014
(Updated: February 10, 2014)
5.0
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Poor Average Excellent

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cubbycubby   February 06, 2014
(Updated: February 06, 2014)
4.0
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Poor Average Excellent

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cubbycubby   January 16, 2014
(Updated: January 16, 2014)
3.0
Average Attendee Rating
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cubbycubby   November 25, 2013
(Updated: November 25, 2013)
4.0
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cubbycubby   November 21, 2013
(Updated: November 21, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

One of the most concise webinars I've ever attended - guess why? It was very simple no PHD descriptions/terms (KISS to the max)

cubbycubby   October 24, 2013
(Updated: October 24, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

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cubbycubby   October 03, 2013
(Updated: October 03, 2013)
1.0
Average Attendee Rating
Poor Average Excellent

This guy jumps all over the place, couldn't follow him!D

cubbycubby   September 26, 2013
(Updated: September 26, 2013)
3.0
Average Attendee Rating
Poor Average Excellent

This is much to complicated and involved to handle in time allotted, need to break it down over several periods.

cubbycubby   September 19, 2013
(Updated: September 19, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

Pretty complex unless you have dealt with Limited Partnerships and MLPS before

cubbycubby   August 15, 2013
(Updated: August 15, 2013)
3.0
Average Attendee Rating
Poor Average Excellent

too much info to cover in an hour therefore a lot of skipping around.

cubbycubby   August 12, 2013
(Updated: August 12, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

As always Fritz is informative

cubbycubby   July 08, 2013
(Updated: July 08, 2013)
5.0
Average Attendee Rating
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As usual the best!

cubbycubby   April 08, 2013
(Updated: April 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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cubbycubby   March 21, 2013
(Updated: March 21, 2013)
3.0
Average Attendee Rating
Poor Average Excellent

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cubbycubby   February 11, 2013
(Updated: February 11, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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Financial Planning
cubbycubby   January 23, 2013
Overall rating 
 
 
3.5
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
2.0

Overall good

Probably the best in the marketplace

cubbycubby   December 13, 2012
(Updated: December 13, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

I've actually sold several of these contracts when client rebelled about LTC cost and or when client had several old poor performing life/annuity contracts for funding purposes. But I...

cubbycubby   December 10, 2012
(Updated: December 10, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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Portfolio Management
cubbycubby   February 17, 2010
Overall rating 
 
 
2.7
Company 
 
 
2.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
1.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
2.0
Pricing 
 
 
5.0

It could be a lot better but for the price it's not bad

Would probably go with someone else if it weren't for the price and B/D approval!

73 results - showing 51 - 73  
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