Hello and thank you for reading.
I am a financial advisor at a major wire house.
My wife is getting her life and health insurance license. She will obtain 2-5 referrals a month.
She would like to do the following lines of business
Term life
Health care
Auto
Home
Umbrella
She wants to know who she should work for. I would like it if it was as a non captured agent and able to do all those lines of business plus what're is missing. She should be able to negotiate a decent split, I'm thinking 80-90%.
She would also like to limit paperwork as much as possible.
Any ideas on where to start? I can't seem to find a broker in my area, I am not sure what to search. We live in the sacramento area. Thanks in advance.
I am a financial advisor at a major wire house.
My wife is getting her life and health insurance license. She will obtain 2-5 referrals a month.
She would like to do the following lines of business
Term life
Health care
Auto
Home
Umbrella
She wants to know who she should work for. I would like it if it was as a non captured agent and able to do all those lines of business plus what're is missing. She should be able to negotiate a decent split, I'm thinking 80-90%.
She would also like to limit paperwork as much as possible.
Any ideas on where to start? I can't seem to find a broker in my area, I am not sure what to search. We live in the sacramento area. Thanks in advance.