Has anyone heard of these guys? Do they have a reputation in the industry?
https://www.bluewavefinancial.com
https://www.bluewavefinancial.com
Blue Wave Financial
- Thread starter revcall
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- final expense life
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- #2
Yea they suck big time.
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- #3
Would you mind elaborating?
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Based on their Instagram account, I believe they are affiliated with Equis Financial. I would search the forum for them and get a general sense of Equis.
tikibarrister
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I couldn’t work for them just based on their scary name.
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I have never liked businesses with the word “financial” in their name when it is all insurance products without the word insurance also being in the name. Be proud of what you are. If you are not proud, get the additional licenses to offer what most people believe the word financial to mean. Some states even prohibit financial in the name if you are no more than an insurance agent or agency
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The website has a picture of the ocean, and the words "unlimited income potential" are on the website. My two biggest red flags.
All it's missing is a dude on a boat video.
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I do fundamentally disagree. Btw, the California Department of Insurance did approve of my DBA: Dynamic Advanced Wealth Insurance and Financial Solutions. And yes, I only have my insurance licenses.
Insurance is a solution to one or more financial problems. Also, cash value life and annuities are wealth contracts with their own economic benefits unique to contract law rather than accounts or arrangements. If I could rename them to be "wealth contracts" I would, but the NAIC has their regulations that it needs to be sold as life insurance and annuities, so I get that.
- 4,592
My bad. I didn’t mean when insurance is included in the name. I intended to indicate when insurance is never mentioned & is hidden with a word that gives the impression you do something other than insurance. Same reason I don’t like College Planning if all you offer is insurance & don’t assist with the items that got people to the school library like financial aid apps, etc
Agree with all your points
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