Originally Posted by VolAgent
How many FE agents have a Series 6? Where is the advantage in this to anyone? Based on what these guys describe as their typical client, selling VAs to FE clients would be a compliance nightmare.
That is one of the reasons I am asking. With the merger, is the face of Monumental changing? I remember when Metlife wanted us to get our series 7's, and many of us did in the late 90's. When we got them, we were then told we could not solicit business. A client could call and ask to buy 12 shares of Walmart and we could be the order taker, but could not advise on purchases. That is the main reason I left them in 2001. Will Monumental make a push for it's agents to start marketing to middle America, considering that is Transamerica's sweet spot?