IMO that has a broker- Dealer for VUL?

[Jab246jab]

I need to find a broker-dealer to affiliate with so I can do VUL. Does anyone know any good ones to recommend?

 

[DHK]

Brokers International (a large IMO, but owned by Integrity Life) has Brokers Financial.

[EXTERNAL LINK] - Brokers International, LLC. – The Original Agency Builder Since '83

[EXTERNAL LINK] - Home

I mention them because my IMO goes through Brokers International and he has his securities registrations with them.

 

[Tahoe Ray]

We use the Leaders group. They stay out of your way and are specifically set up as a b/d for the insurance industry.

https://leadersgroup.net/

 

[DWPCL]

We use the Leaders group. They stay out of your way and are specifically set up as a b/d for the insurance industry.

https://leadersgroup.net/

Do they treat FIA sales as outside business? or does it need to go through a grid?

 

[Tahoe Ray]

Do they treat FIA sales as outside business? or does it need to go through a grid?

Outside. They exist almost strictly for VUL.

 

[DWPCL]

Outside. They exist almost strictly for VUL.

That is a very, very enticing option.

 

[Jab246jab]

Brokers International (a large IMO, but owned by Integrity Life) has Brokers Financial.

[EXTERNAL LINK] - Brokers International, LLC. – The Original Agency Builder Since '83

[EXTERNAL LINK] - Home

I mention them because my IMO goes through Brokers International and he has his securities registrations with them.

Thanks.

 

[Jab246jab]

We use the Leaders group. They stay out of your way and are specifically set up as a b/d for the insurance industry.

https://leadersgroup.net/

Thanks for the name.

 

[walthamny]

If you are going to be in this market set yourself as a RIA and bypass the BD requirement or FINRA. You can sell Nationwide and Ameritas VUL and collect AUM fees on the cash value or just charge an annual retainer fee.

 

[DWPCL]

If you are going to be in this market set yourself as a RIA and bypass the BD requirement or FINRA. You can sell Nationwide and Ameritas VUL and collect AUM fees on the cash value or just charge an annual retainer fee.

The point would not be to have access to VUL for accumulation, the most competitive guaranteed death benefit product are on a VUL chassis.