This is HARD

Did you just post with your REAL name, that you planned to rob your office of information that does not belong to you?

You DO realize that companies READ this forum, right?
I wouldn't say rob all of our leads are online lol. and i just happened to remember the FE clients that my trainer took me on that we wrote some expensive policies on.
 
He has every right to sell a client if they call him to recommend him on what to do for aep.
I would 100% send an aep letter to my clients saying it’s time to do an overview of their plan.
In florida, at least, you can’t deny me work. If a client wants me to review their current policy, and they are overpaying. I’m moving them.
 
Just came across this video. Jeff Rose is a CFP and started in this business at the age of 24... and he talks about his first 5 years in the business as he finally grew his income to over $100,000 after those 5 years.

 
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