FloridaFinancial
Expert
- 66
Hello,
I have my Life and Health, Series 7 and Series 66. I am just starting out, however my wife is a very successful Mortgage Banker with a 25 year old business. I am thinking of leveraging that with a new P&C business. My goal is to be able to cross-sell the P&C with life insurance and planning business. Does anyone have any comments or advice? I am concerned about compliance as well. And wondering if I should try this independent or if someone had advice on who I could partner with for both P&C and securities?
Thanks!
I have my Life and Health, Series 7 and Series 66. I am just starting out, however my wife is a very successful Mortgage Banker with a 25 year old business. I am thinking of leveraging that with a new P&C business. My goal is to be able to cross-sell the P&C with life insurance and planning business. Does anyone have any comments or advice? I am concerned about compliance as well. And wondering if I should try this independent or if someone had advice on who I could partner with for both P&C and securities?
Thanks!