Grays3600
New Member
Been Captive for 4 years, going independent early next year and trying to set everything up, I average over 120 life polices every year and $100,000 premium, and we are very limited so I am super excited to have many options, about a month ago a gentleman called me from Texas and it sure sounded like they were the answer to many options for all my life, annuity, Disability needs. but I was getting out of shower and like a dummy I didn't save his number I hope he has a good follow up system as I told him to call me close to the end of the year. I am thinking I want to go ahead and lock something down So Looking for some guidance here, I think I am looking for a IMO (is that correct) what is some key questions that I need answered when I speak to them. I have a GA for my P & C should I go with who they recommend, they dont do it but have someone I can call. I appreciate any guidance what so ever, It is important to me to have versatility in that market as my hands have been tied for the last 4 years.
Thanks for your time.
Thanks for your time.