They’ve shown a lot of interest in me, and I see their commercials all the time on TV (stock channels). Can I get some insight from this great community on this company?
Primevest is primarily a Bank BD. There technology isnt that great. I would grade them a C- at best. Why do you ask?
[quote=BankFC]Their VA is pretty darn hard to beat [/quote]
I what way?
The 7% step up income & death benefit
i would worry more about the deposits in the bank, strength of the commercial lending dept, role of trust dept, other reps there, referral structure, etc
how the technology is wouldn't be the last thing on my list, but it definitely wouldn't be high...
lol, nothing more ironic than when at ML and there were POA's sitting in front of some of the best FA resources in the world...and no clients to use them on...lol
get my drift?