Any B/D suggestion for a health & life agent
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Aug 4, 2009 12:40 am
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?
I would love take you office in assistant so portfolio paper documents.
Do you also need someone to send you a bank account number?
Moraen:
hahaha I like lampI would love take you office in assistant so portfolio paper documents.
Do you also need someone to send you a bank account number?
[quote=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?[/quote]
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.