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I have a client who would like to roll over his IRA. How would I go about creating a business relationship with somebody to start a referral based business with somebody on this?
Ira Rollover Question
- Thread starter RookieYankee
- Start date
- 8,707
What does he want to roll it over to?
- Thread starter
- #3
- 338
I never asked him. If it's an annuity where would I go? Linked in? I am of course licensed to sell fixed annuities but I've never sold one and don't have anybody to go with so I can learn.
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What state are you in?
- Thread starter
- #5
- 338
I live in New Jersey.
nugget1tau
New Member
- 18
What firm do you work for? You don't have a senior agent you can go out with?
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plus you need to consider his age. If he's young, rolling over a 401k into a fix product may not be a good fit. Maybe a variable will be better. Are you series 6 lic?
- Thread starter
- #7
- 338
I am right now completely independent under Ritter and another Imo called Premier. I signed him and his wife up to life insurance policies. At the end of the appointment he asked me if I could help him rollover his IRA and I told him I would find somebody who could help him with that since I've never done any work regarding annuities and have no series 6/7 licenses yet. I want to get them but right now I don't know if it would spread me too thin to do annuities and securities as well. I have read several of the study books on the series 6/7 licenses just to understand what they would cover.
- Thread starter
- #9
- 338
He is 51 years old.
