ZJohnson
New Member
I am looking for a career transition and have committed to this endeavor by passing the Life, Accident & Health exam and working on the Property/Casualty exam. I intend on selling insurance and financial products as a supplement to another service business. Depending on the "legality" of my endeavors, I am attempting to start an RIA and sponsor myself in taking the series 7 & 66 (still researching the possibility of this, knowing this is likely to be a dead end).
Here are my questions:
1. What's the best way to become independent without ever going captive? As you can see from above I am doing everything I can to not be under someone else's thumb.
1a. Any firms that any of you know of that will allow you to sell their products with little experience? I'll be checking out some of the companies from the previous post.
2. Is there a good read on lead generation? or, does everyone like to keep this stuff to themselves?
Here are my questions:
1. What's the best way to become independent without ever going captive? As you can see from above I am doing everything I can to not be under someone else's thumb.
1a. Any firms that any of you know of that will allow you to sell their products with little experience? I'll be checking out some of the companies from the previous post.
2. Is there a good read on lead generation? or, does everyone like to keep this stuff to themselves?