SportsNut, Thank you for your advice!
Your welcome... Now lets get back to some football...
Seriously, CFC is a gem of a co and everyone that I ever had contact with there was A+, just like their Best rating. Mike D is as nice a person as exists... I would think that he must be about to retire... and would have actually thought that he had by now... but I was just talking to one of their mkting reps and he said Mike is still there.
Back when I was in a P&C agency I was also a CFP and Series 7 rep, and it worked very nice to be able to mkt to some of the P&C clients the other services that weren't being met by the P&C agents. The sphere of influence is great since they are already clients, and by drip mkting you are planting that seed to be able to service other needs.
Pretty strong concept and the Life Co does all the placement, or at least this is how it used to work. Hope it works out for you. keep us posted.