westcoastins
New Member
- 2
Hello!
I've been a long time lurker on the forums, you all have some excellent advice and a lot of experience to draw on.
I've been licensed for life insurance in California for a few years and, due to taking a job in a different industry, will be ceasing production very soon. My question is: Is there anything I need to do when I leave the industry? I've been mainly thinking in these categories:
I've been a long time lurker on the forums, you all have some excellent advice and a lot of experience to draw on.
I've been licensed for life insurance in California for a few years and, due to taking a job in a different industry, will be ceasing production very soon. My question is: Is there anything I need to do when I leave the industry? I've been mainly thinking in these categories:
-E&O coverage (how long do I need to keep coverage?)
- License status - I'm not going to be writing business any more - should I terminate my license?
- Current clients - I'll be handing most of my clients off to another agent, but possibly not all of them (due to company appointments). What should I do about these?
If there's any big issues I'm missing, I would also appreciate your input. Thank you in advance!- License status - I'm not going to be writing business any more - should I terminate my license?
- Current clients - I'll be handing most of my clients off to another agent, but possibly not all of them (due to company appointments). What should I do about these?