Financial Information
how can i get started or how can i become an independent broker for life insurance or other investment product?
Question : how can i get started or how can i become an independent broker for life insurance or other investment product?
i would like to know how to become an independent broker so that i may have several options in presenting any life insurance or investment products. i am currently with a life insurance company but they are not the best for some of my clients.
life insurance broker
Best answer:
Answer by rahnside
you don’t have to be a broker but you can only sell for non captive companies I know 2 guys at a nationwide broker house that can answer all your questions and get you setup with the right companies
the name of the company is Life and Annuity Masters @ 800-997-8661 ask for Denise or Mike and tell them Rahn told you to call
I started out the EXACT SAME WAY! I started with an insurance company but I felt they were not doing what was best for my clients (they weren’t doing anything wrong or shady, they just weren’t the best at everything all the time).
I left and became an independent broker. Now I can mix and match and find the best product to match the situation EVERY TIME! The good news in you are likely already trained, now all you need to do is find a company you rolling.
I personally work with a company called Customplan Financial Advisors, Inc. Most of our offices are located in Western Canada, but we do have offices in some US states, Mexico, and the UK. The best part about Customplan is their “Pay it forward” philosphy. You have the opportunity do joint work with litterally some of the top professionals in the world (like Top of th eTable and Court of the Table MDRT people…if you don’t know what MDRT is, look it up…it’s the best of the best in our industry), and there’s no non-solicitation clause…most companies have one.