Hello,
My daughter and I work in a life and health insurance agency and the owner is selling it to us at end of year. We are to have his book of business and need to know how do we go about that switch? We are licensed with moist of the medicare companies but when I look on there web sites I can fine how some want it done but not others. Moist have a form to fill out and send in with copy of the sale agreement. Will all companies be like that? Also my daughter is licensed with all the same companies but with different uplines. How will that work?
Thanks for any help.
Hazel and Chandra
My daughter and I work in a life and health insurance agency and the owner is selling it to us at end of year. We are to have his book of business and need to know how do we go about that switch? We are licensed with moist of the medicare companies but when I look on there web sites I can fine how some want it done but not others. Moist have a form to fill out and send in with copy of the sale agreement. Will all companies be like that? Also my daughter is licensed with all the same companies but with different uplines. How will that work?
Thanks for any help.
Hazel and Chandra
