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billjr88
Rookie Joined: Feb/05/2020 Location: Florida Status: Offline Points: 2 |
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Posted: Feb/05/2020 at 9:45pm |
Registered Series 6, added 63, 65 and later this year in 2020 will add Series 7. Started in 2002 Captive P&C world added Series 6 at their request, in 2005. Captive P&C Company left the State and joined the ranks of the Independent World of Insurance and Advisory. I Work in the personal lines of P&C and Small business commercial insurance, once established with the clients move into Financial Advisory products whether it's IRA, ROTH, 401K, Managed Money, Solo 401K, SEP, Split Dollar, Succession Plan Funding, etc. That's about it.
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Chips
Senior Member Joined: Jul/08/2019 Location: SF Bay Area Status: Offline Points: 694 |
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Primero
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ClarenceBeeks
Senior Member Joined: Aug/31/2011 Status: Offline Points: 14334 |
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Vilkommen ππΏπ€πΏππΏπ¨πΏβπΌ
Check out STYDX, great for Series 6 folksβπΏ |
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Good luck and good selling.
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Ron 14
Gold Member Licensed Teller Joined: May/12/2010 Status: Offline Points: 19385 |
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Welcome!
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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I feel like this guy is gunna be a yuge success
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Nothing personal, but I can't stand that career path. If I hear one more fucking Nationwide agent on a Dave Ramsey call talk about how they decide to expand their business and "do mutual funds" and we now have "managed accounts" I'm going to punch someone. Probably Dave Ramsey himself. Or maybe Peyton Manning. Probably Dave. Just because my odds of not getting knocked the fuck out myself are probably better.
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B24
Moderator Joined: Mar/09/2010 Status: Offline Points: 25754 |
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Do you also sell Aflac?
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"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16
"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18 |
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