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Hello,
Long story short I'm a life agent with my series 6 and 63 at a captive agency. Been here a year and a half. I can also do health, disability and Medicare but that's a very small part of the business.
Anyways, I ran into a friend of my dads who works at a very small regional regional bank as a mortgage lender. We got to talking and I told him I'm thinking about going independent and expanding into P&C. Coincidentally about ten years back the bank bought an independent agency and I asked him if he could connect me with an agent and I could pick his brain. He sounded excited and agreed and over the course of two weeks of talking back and forth, I've got a meet and greet with said agent.
My question is split into two parts. Going from captive to independent, as well as expanding to P&C, what are some questions I can ask him about his business? Secondly, how can I position myself to seem like I'm interested in a job, but not desperate.
Long story short I'm a life agent with my series 6 and 63 at a captive agency. Been here a year and a half. I can also do health, disability and Medicare but that's a very small part of the business.
Anyways, I ran into a friend of my dads who works at a very small regional regional bank as a mortgage lender. We got to talking and I told him I'm thinking about going independent and expanding into P&C. Coincidentally about ten years back the bank bought an independent agency and I asked him if he could connect me with an agent and I could pick his brain. He sounded excited and agreed and over the course of two weeks of talking back and forth, I've got a meet and greet with said agent.
My question is split into two parts. Going from captive to independent, as well as expanding to P&C, what are some questions I can ask him about his business? Secondly, how can I position myself to seem like I'm interested in a job, but not desperate.