401K Rollover Training

[Justin Bilyj]

great thread! I am just starting to learn about this, taking an ira and retirement strategies class.

Whats the commission for doing a rollover?

 

[Norwayguy]

Fidelity is like taking candy from a baby.
I've never had any dealings with TIAA as of yet. By the sounds of it I will be leaving those alone.

Has anyone dealth with Pacific Life? They are dragging their feet quite a bit on a current case.

DO NOT leave TIAA alone...They speak down of agents every chance they get and tie up thier clients money worse than agents do...They are counting on agents and clients being frustrated and leaving the assets alone.
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great thread! I am just starting to learn about this, taking an ira and retirement strategies class.

Whats the commission for doing a rollover?

Its whatever the product you put them into pays. Some carriers have a different comp schedule for flex premiums and single premiums even using the same product.

 

[VolAgent]

Fidelity is like taking candy from a baby.
I've never had any dealings with TIAA as of yet. By the sounds of it I will be leaving those alone.

Has anyone dealth with Pacific Life? They are dragging their feet quite a bit on a current case.

Only did one moving from Pac Life. It went fairly quickly as I recall.