They have lots of marketing ideas, some of them worthwhile.
Their current
FMO is Brokers International. 300 gets a part of the override.
Worst-case scenario is you don't like them, so you move your contracts to another
FMO. But BI pays street, so.....
The thing I dislike about BI is they assign their marketers to carriers, so two people can talk to you about Allianz, another two about Aviva, and so on.
If one of them is on vacation and the other one is out sick, there is no one to answer your question unless you call the carrier and talk to their sales staff (my personal preference).
What irks me most about the org chart is that their marketers are unable to tell you who has the best bonus, or cap, or
ltc rider, or income account, or.... you get the idea.
If I recall, 300 requires you to have 3 carriers with BI, and they don't want you to write around them. I suggest you keep a back-up carrier or two uncontracted or with another
FMO in case you decide you are unhappy and BI pulls some BS.
All 300 will do to you is take back their phantom stock and kick you off their conference calls and website.
If you join, don't let them think you are holding back or writing around them. But as long as you place $600k annually, everything will be peachy.
Re: 300 Financial
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