Any B/D suggestion for a health & life agent

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Aug 3, 2009 8:40 pm
I am an insurance agent primary doing health & life insurance. I work though a broker which did not provide any security product.(Only fixed product) My firm is very huge insurance broker so they don't want get security license to avoid audit. I am consider to doing this on my own. I don't have any manage asset now, but have several hundreds client base. Is there any B/D suit for me?( Allow me to do insurance outside.) I can't quite my job since it pays me nicely. It's provide me office and assistant so I don't need it form my B/D.
 
 
 

If there are several to choose from, I would like more convince platform including client management, paperless document, and portfolio manager. I also need E&O. (My insurance firm cover my insurance E&O)
 
I like the idea to join someone's RIA's as IAR. Maybe it's a better for me. But, will someone take me since I start with zero?
 
 
Aug 3, 2009 8:42 pm

I would love take you office in assistant so portfolio paper documents.



Do you also need someone to send you a bank account number?

Aug 3, 2009 9:28 pm
Moraen:

I would love take you office in assistant so portfolio paper documents.

Do you also need someone to send you a bank account number?

 
hahaha
 
I like lamp
Aug 4, 2009 10:47 am
Moraen:

I would love take you office in assistant so portfolio paper documents.



Do you also need someone to send you a bank account number?







Aug 4, 2009 3:05 pm

I work at an insurance marketing company/wholesaler.  We have relationships/selling arrangements with over 60 BD's.  One of the things we work with life/health agents to do is match their business with an appropriate BD.  Send me a PM with your contact info.  I'll have someone call you.