Knock, Knock I Am a New Member

[C A Story]

Now I just wish I had a great punch line!

I am a Financial Advisor with a small independent firm. I started in the business in 1997 with a major wire house and I have my Series 7, 63, 66, and State of Texas Health and Life license. I was a fully registered assistant but wanted to be an Advisor and they did not encourage us to do those things.

So now after a bit of a journey here I am and this is rest of my story.

We have been referring out MA and Supp Policies (I am learning the lingo) with zero Quid Pro Quo from the agent. So, I am planning on doing it myself. I have a lot of questions and I look forward to learning from the Gurus!

 

[John Galt]

Now I just wish I had a great punch line!

I am a Financial Advisor with a small independent firm. I started in the business in 1997 with a major wire house and I have my Series 7, 63, 66, and State of Texas Health and Life license. I was a fully registered assistant but wanted to be an Advisor and they did not encourage us to do those things.

So now after a bit of a journey here I am and this is rest of my story.

We have been referring out MA and Supp Policies (I am learning the lingo) with zero Quid Pro Quo from the agent. So, I am planning on doing it myself. I have a lot of questions and I look forward to learning from the Gurus!

Im no guru....but welcome aboard mate!

 

[Glen Shelton]

Now I just wish I had a great punch line! I am a Financial Advisor with a small independent firm. I started in the business in 1997 with a major wire house and I have my Series 7, 63, 66, and State of Texas Health and Life license. I was a fully registered assistant but wanted to be an Advisor and they did not encourage us to do those things. So now after a bit of a journey here I am and this is rest of my story. We have been referring out MA and Supp Policies (I am learning the lingo) with zero Quid Pro Quo from the agent. So, I am planning on doing it myself. I have a lot of questions and I look forward to learning from the Gurus!

Two web sites I would recommend -

www.medicareagentraining.com

www.medicaretraining101.com

Also, if you are willing to do some digging on here, you might find one or two things on the forums here worth reading

 

[SPUR CITY]

Now I just wish I had a great punch line! I am a Financial Advisor with a small independent firm. I started in the business in 1997 with a major wire house and I have my Series 7, 63, 66, and State of Texas Health and Life license. I was a fully registered assistant but wanted to be an Advisor and they did not encourage us to do those things. So now after a bit of a journey here I am and this is rest of my story. We have been referring out MA and Supp Policies (I am learning the lingo) with zero Quid Pro Quo from the agent. So, I am planning on doing it myself. I have a lot of questions and I look forward to learning from the Gurus!

Welcome!

Where in Texas are you?

 

[C A Story]

Thanks everyone. I am located in East Texas.

I have found several really helpful threads. Already learned more than what I didn't know and learned some of what I found out the hard way.

I'll check out the links. Thanks!!