Hello all, my first ever post over here on this board. I am looking for someone to refer my individual health ins business to here in Ohio.
My practice focuses on financial-planning, investment management, and life insurance. For the past 6 years whenever a client came to me with an individual health insurance need I split the business 70/30 with a local agency that I also refer my business-owners who have group health insurance needs. Well, this agency no longer writes individual health insurance.
So, just the other day I got an email from a client that we have built a financial-plan
My practice focuses on financial-planning, investment management, and life insurance. For the past 6 years whenever a client came to me with an individual health insurance need I split the business 70/30 with a local agency that I also refer my business-owners who have group health insurance needs. Well, this agency no longer writes individual health insurance.
So, just the other day I got an email from a client that we have built a financial-plan
Source of insurance-forums.net
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