WestCoastFl
New Member
- 2
Hi,
First post here on the forum. I'm a 20year plus CFP who is life and securities licensed. On August 24th of 2015, the stock market fell 1,200 points in the first couple hours of trading. I resigned my position with a large brokerage firm one week later. I just didn't want to work with the stock market anymore.
I've done some entrepreneurial things since leaving the business but I'm looking to put my CFP skills to work and am thinking insurance. I have a lot of life insurance knowledge, good employee benefits knowledge and decent health insurance knowledge. I've worked with tons of senior citizens and I believe I would be an asset in the right situation.
The problem I'm having is I'm very consumer focused. As a CFP I was taught to get the client the "best" solution not just a solution. I'm having trouble finding insurance folks who feel the same.
Any advice or direction you can give would be appreciated. I'm life licensed in Florida, still have my CFP and series 7, 63, 24, 9 and 10. I live between Fort Myers and Sarasota. Thanks in advance for any advice.
First post here on the forum. I'm a 20year plus CFP who is life and securities licensed. On August 24th of 2015, the stock market fell 1,200 points in the first couple hours of trading. I resigned my position with a large brokerage firm one week later. I just didn't want to work with the stock market anymore.
I've done some entrepreneurial things since leaving the business but I'm looking to put my CFP skills to work and am thinking insurance. I have a lot of life insurance knowledge, good employee benefits knowledge and decent health insurance knowledge. I've worked with tons of senior citizens and I believe I would be an asset in the right situation.
The problem I'm having is I'm very consumer focused. As a CFP I was taught to get the client the "best" solution not just a solution. I'm having trouble finding insurance folks who feel the same.
Any advice or direction you can give would be appreciated. I'm life licensed in Florida, still have my CFP and series 7, 63, 24, 9 and 10. I live between Fort Myers and Sarasota. Thanks in advance for any advice.