InsuranceCommented on: 8 years ago (May 13, 2008)
bspears wrote: Funny, I had an ederly (89) come in today with her helper. She said she had some stuff with her old broker in FL and wanted it moved up here....Well,...yep...2 EIA's, 1 purchased ...
ClientsCommented on: 8 years ago (May 13, 2008)
At least it's "only" $170k...perhaps this is the same idiot???
RIAs, IndependentsCommented on: 8 years ago (February 29, 2008)
you don't need to leave the business, just keep your insurance license and your 65.
Prospecting, Marketing and SellingCommented on: 8 years ago (February 29, 2008)
What was the topic? What time was the event? Without dinner, it's kind of hard to assess why it worked.
ClientsCommented on: 8 years ago (February 29, 2008)
So I hear about this Freedom Investment Club group - ficinvestors.com - nutshell version: based in Canada. Thought about doing things like prospectuses, filings with the SEC, but decided against...