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Hey folks,
As some of you may know from my other posts, I am marketing myself as a "full service" financial planner. I have Life + Health on the insurance side and the Series 7 & 66 on the securities side.
Many of my trusted clients have been talking to me about car, homeowners', and hurricane insurance. I do not have a P&C license, so I've been having to refer these cases out to a P&C broker. This broker is well-meaning but has yet to refer me back any clients.
So, after some soul searching, I decided that I should probably get the P&C license to "not leave money" on the table. The question is: what is the next step after getting the P&C license?
I have an FMO/IMO for Life/LTC/DI/MedSupp insurance and fixed/indexed annuities; I have an independent broker-dealer for all securities. In P&C, do I sell car and home insurance through an FMO like on the Life side?
Or do I just call Progressive (for example) and talk to them about getting contracted directly with the carrier?
Some help would be nice, thanks!
As some of you may know from my other posts, I am marketing myself as a "full service" financial planner. I have Life + Health on the insurance side and the Series 7 & 66 on the securities side.
Many of my trusted clients have been talking to me about car, homeowners', and hurricane insurance. I do not have a P&C license, so I've been having to refer these cases out to a P&C broker. This broker is well-meaning but has yet to refer me back any clients.
So, after some soul searching, I decided that I should probably get the P&C license to "not leave money" on the table. The question is: what is the next step after getting the P&C license?
I have an FMO/IMO for Life/LTC/DI/MedSupp insurance and fixed/indexed annuities; I have an independent broker-dealer for all securities. In P&C, do I sell car and home insurance through an FMO like on the Life side?
Or do I just call Progressive (for example) and talk to them about getting contracted directly with the carrier?
Some help would be nice, thanks!