Search found 3 matches
- 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.
- 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...
- 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.