- 15,319
I was looking to contract with Fidelity and the company recommened Oak Tree Financial. In speaking with a rep from Oak Tree, I told him I would require a pre-nup granting a release from their contract. Here's the reply:
Rick,
Thank you for your interest in Oak Tree and the Fidelity Life products. Unfortunately we do not do releases. I know you talked to Fidelity Life and they had mentioned the six months of non production. That is something we would be able to do. However, to offer the release upfront would not be something we would be able to do. Please let me know if you have any questions and if want to move forward with contracting with Fidelity Life.
Best regards,
Andrew Lewandowski
Marketing Associate
Obviously for me, that's a deal breaker. I wrote back telling him it is a dishonest system and I'll look for a better FMO.
For those of you who have Fidelity contracts, any suggestions?
Rick
Thank you for your interest in Oak Tree and the Fidelity Life products. Unfortunately we do not do releases. I know you talked to Fidelity Life and they had mentioned the six months of non production. That is something we would be able to do. However, to offer the release upfront would not be something we would be able to do. Please let me know if you have any questions and if want to move forward with contracting with Fidelity Life.
Best regards,
Andrew Lewandowski
Marketing Associate
Obviously for me, that's a deal breaker. I wrote back telling him it is a dishonest system and I'll look for a better FMO.
For those of you who have Fidelity contracts, any suggestions?
Rick