Team Tenacious "Specific" Resources
Tenacious Facebook Page
Go to Facebook & request to join: Team Tenacious Facebook Page
Download the Telegram app!
This is how we communicate regularly as a team.
Click to download Telegram:
To join our TT Main Telegram page: Team Tenacious Main Page
Download the ZOOM!
You will need to download a free app called Zoom! Zoom is a video conferencing software that you will use for trainings and meetings with both your Field Trainer and your Clients.
It's recommended that you use a laptop/desktop when using Zoom video conferencing as its more robust. If you don't have a laptop/desktop don't worry you can use Zoom on your mobile device or tablet.
You can download Zoom via the links below for the device of your choice:
For Laptop/desktop: Download ZOOM
LICENSING RESOURCES
For FINGERPRINTS:
Click here for Wisconsin:
Click here for Other States:
(Choose "Make an Appointment" then choose State you need Fingerprints for)
"SCHEDULE" LIFE Test:
866-370-3411
Click here to register:
Brookfield Location Direct Phone:
262-373-0589
Local "TESTING"Locations:
1. Milwaukee (Pewaukee) - (H&R Block Office)
2108 Silvernail Road, Pewaukee, WI, US
2. Waukesha - Greater Milwaukee Training and Testing Center
N14W24200 Tower Place, Suite 200, Tower Executive Building, Waukesha, WI, US
Brookfield "PFSU "Location:
330 S. Executive Dr.
(1st Floor Main Conference Room)
Brookfield, WI 53005
Enter on Far RIGHT of Bldg. 1st Floor PLEASE!
(Handicapped/Delivery Door)
Most Frequently Dialed Numbers
Ascensus Retirement Plans Resource
888-917-7199
Brookfield Office
262-789-7767
Jim Martinson
414-587-3237
Julie Martinson
414-587-6665
Natalie Nell (Admin & Licensing)
262-719-6595
PFS Investments
800-665-8677
PFS Tech Support
888-737-2255
Lincoln - Internal
484-583-1314
Lincoln:- External
312-256-6770
Life Policy Status Line:(24 hours)
770-381-5885
PFS Headquarters Switchboard
770-381-1000
Franklin Templeton - Mark Everswick
913-744-6963
Franklin Templeton Marketing Desk
800-221-3627
Franklin Templeton - Internal
203-703-7030
GOLDEN CIRCLE - through Jim Martinson
888-293-3148
Invesco - Mike Dearth
708-738-5306
Invesco Internal
630-684-8336
Invesco Retirement Help Desk
800-959-4246
Securities Testing (Prometric)
800-578-6273
Regional Licensing Center (RLC- WI)
470-564-6371
Answer Financial (Auto & Home)
877-855-8111
Answer Financial-Andy York DIRECT
865-226-1289
Equitable Sales Desk
888-517-9900
Equitable Internal- Rachel Zacchea
201-743-2274