I've been working to start my own RIA, which of course includes an insurance arm. While we wait for the custodian paperwork to go through with Raymond James, I'd really like to make some quick, short sales of term insurance.
We have two agents in the process of being onboarded. But I have to lead by example. We really got things ramped up in early April, I know building a practice (starting over) takes times, and now I'm having to deal with a lot of the filings and paperwork of being a business owner, not just being a day to day salesman.... well y'all know!
So Im just here asking for a
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We have two agents in the process of being onboarded. But I have to lead by example. We really got things ramped up in early April, I know building a practice (starting over) takes times, and now I'm having to deal with a lot of the filings and paperwork of being a business owner, not just being a day to day salesman.... well y'all know!
So Im just here asking for a
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