Search found 3 matches

by Libby1958
Mon Jun 02, 2014 1:24 pm
Forum: Opinions
Topic: Enterprise Ins Co
Replies: 6
Views: 8003

Re: Enterprise Ins Co

I don't know what state you're in, but we can't write with any carrier not on the ESLI list. It's illegal.
by Libby1958
Thu Apr 10, 2014 1:27 pm
Forum: Opinions
Topic: Leaving the nest
Replies: 3
Views: 5432

Re: Leaving the nest

Ditto what AbeinGP says. Unless you have contract stating those clients are yours, you'd be best to leave them alone. This is the reason successful agency people have a hard time leaving an agency, either to go to another agency or start their own. There is usually a 2-3 year non-compete clause wher...
by Libby1958
Thu Apr 10, 2014 1:23 pm
Forum: Opinions
Topic: Adding P&C to current practice
Replies: 6
Views: 9612

Re: Adding P&C to current practice

I agree with both arguments. If you are successful at Financial Planning, do not try to "learn" the P&C business. It takes a lifetime. Either hire a person with experience and pay them commission, purchase a small P&C shop, or partner with a referral agent.