I own a mortgage brokerage company in PA with two partners. I have always interested in insurance/financial industry.
My background is strongly in mortgage industry. I ran a traditional office for a mortgage banker firm for a couple years and decided to go start on my own. The reason why I want to learn about this industry is to have the capability to offer more to my clients and keep them around. In mortgage, once the deal is close, chances are, you will never see your client again. My other partner is taking his P&C and other guy is taking his RE license.
I am now sponsored by Mass Mutual and they want me to take series 6/63 right away and demand a lot of time away from my mortgage company. Should I go captive with them for a couple of years then go indi? My money is structuring mortgage and I only want to offer additional services to my clients. Does Mass Mutual allow you to work part-time on insurance/financial side?
My background is strongly in mortgage industry. I ran a traditional office for a mortgage banker firm for a couple years and decided to go start on my own. The reason why I want to learn about this industry is to have the capability to offer more to my clients and keep them around. In mortgage, once the deal is close, chances are, you will never see your client again. My other partner is taking his P&C and other guy is taking his RE license.
I am now sponsored by Mass Mutual and they want me to take series 6/63 right away and demand a lot of time away from my mortgage company. Should I go captive with them for a couple of years then go indi? My money is structuring mortgage and I only want to offer additional services to my clients. Does Mass Mutual allow you to work part-time on insurance/financial side?