I am really not as knowledgeable in insurance as i should be. My focus is in Investment Management and thats what i have a passion for. I am insurance licensed though. I do almost no insurance biz.
I know i am missing the boat. I need to get up to speed. I'm almost all fee based so every third month i have a monster month and the other two months i suck wind. Insurance could be a way to help clients and solve that problem at the same time.
So my question is two fold -
1. any thoughts on how you would go about getting knowledgeable enough and confident enough to work this with real clients instead of just thinking about it?
2. What about prospecting with insurance. Anyone here who is an investment guy first who prospects using insurance as the lead? How do you go about it?>