Now I just wish I had a great punch line!
I am a Financial Advisor with a small independent firm. I started in the business in 1997 with a major wire house and I have my Series 7, 63, 66, and State of Texas Health and Life license. I was a fully registered assistant but wanted to be an Advisor and they did not encourage us to do those things.:no:
So now after a bit of a journey here I am and this is rest of my story.
We have been referring out MA and Supp Policies (I am learning the lingo) with zero Quid Pro Quo from the agent. So, I am planning on doing it myself. I hav
Content of insurance-forums.net
I am a Financial Advisor with a small independent firm. I started in the business in 1997 with a major wire house and I have my Series 7, 63, 66, and State of Texas Health and Life license. I was a fully registered assistant but wanted to be an Advisor and they did not encourage us to do those things.:no:
So now after a bit of a journey here I am and this is rest of my story.
We have been referring out MA and Supp Policies (I am learning the lingo) with zero Quid Pro Quo from the agent. So, I am planning on doing it myself. I hav
Comments
Post a Comment