Can You Accept New Clients?

[aguilartx]

Are these referrals from your agents?

Or, are you calling leads a referral?

You mentioned not having to pay for them; what do you mean exactly?

These referrals/prospects are from Dr. Shelby Smith from The Retirement Pros Inc., whom we have a relationship with. They provide investment advice (including newsletters and radio shows) on social security, IRA's (including Roth), 401Ks, and Medicaid. Our producing agents never have to pay for these prospects as long as they submit cases through our core carriers.

 

[insuranceexec]

These referrals/prospects are from Dr. Shelby Smith from The Retirement Pros Inc., whom we have a relationship with. They provide investment advice (including newsletters and radio shows) on social security, IRA's (including Roth), 401Ks, and Medicaid. Our producing agents never have to pay for these prospects as long as they submit cases through our core carriers.

On average how many referrals does he produce?

How much do the referrals cost if they are not submitted through your core carriers?

 

[aguilartx]

On average how many referrals does he produce?

How much do the referrals cost if they are not submitted through your core carriers?

Sorry, but we will not sell them to 3rd parties because we are an IMO, meaning we make money by submitting cases through our carriers...not by selling prospects. We would be out of biz pretty quick if this is all we did. They are available if you sign up with a couple of our carriers though...hope this helps.

 

[insuranceexec]

Our producing agents never have to pay for these prospects as long as they submit cases through our core carriers.

So there is no cost?

How long have you been in the business?

 

[aguilartx]

So there is no cost?

How long have you been in the business?

BHC has been in business 22 years...we have had this program for almost 3 years. We are based out of Houston, TX. We represent: Sun Life, American Equity, ING, Forethought, Old Mutual, and Life of the Southwest.
How bout you guys?

 

[insuranceexec]

BHC has been in business 22 years...we have had this program for almost 3 years. We are based out of Houston, TX. We represent: Sun Life, American Equity, ING, Forethought, Old Mutual, and Life of the Southwest.
How bout you guys?

How long have YOU been in the business?
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These referrals/prospects are from Dr. Shelby Smith from The Retirement Pros Inc., whom we have a relationship with. .

In reading from your website it says that Shelby is the president of BHC.

Here you say he is with The Retirement Pros Inc; which is it?

 

[aguilartx]

How long have YOU been in the business?
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In reading from your website it says that Shelby is the president of BHC.

Here you say he is with The Retirement Pros Inc; which is it?

You read the affiliation here
The Retirement Pros - About Us - Financial Retirement Plans | Retirement Services

 

[insuranceexec]

You read the affiliation here
The Retirement Pros - About Us - Financial Retirement Plans | Retirement Services

I actually read it from your website. They seem to be the same people; am I wrong?

About Us - Management Profiles

How long have you been in the insurance business; either selling or marketing?

 

[HarryRenard]

I've worked with BHC for a few years now (just 2 carriers). I am not famialar with this referral program he is mentioning but I have a feeling it is thier internet lead program which are produced from 'the retirement pros' website.
I have used some other leads from them with varied success, I can say they do offer free leads w/o reduced commissions when you submitt business. They offer a ton of marketing support which does seperate them from other imo's i've worked with.

 

[aguilartx]

I actually read it from your website. They seem to be the same people; am I wrong?

About Us - Management Profiles

How long have you been in the insurance business; either selling or marketing?

I previously sold annuities/mutual funds for a national securites firm, was there for 3 years. I came on the wholesale side this year, been with BHC since Feb.
You are a wholesaler as well, right? How long have you been in the biz?