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I'm looking for a good DI GA that offers a wide range of carriers. I'd prefer one that has a ...


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Old 07-17-2008, 08:27 PM   #1
al3
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Looking for DI general agency             Go to Top

I'm looking for a good DI GA that offers a wide range of carriers. I'd prefer one that has a West coast sales office, but it's not imperative. Anyone have any recommendations?

Al


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Old 07-17-2008, 08:57 PM   #2
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Re: Looking for DI general agency             Go to Top

dibroker.com

Good at running quotes and working cases.

50%fyc. 5% next 9 or 10. Production is grouped across all carriers. At certain production levels fyc increases to 60% and 70%.

edit: If you want Guardian and Mass Mutual, you will need to contact them directly. I don't bother with Guardian since I have Principal and Mass.

Standard and Principal have good product. Union Central is good for di buy-sell.



Last edited by padthaiforlunch : 07-17-2008 at 09:02 PM.
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Old 07-18-2008, 09:45 AM   #3
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Re: Looking for DI general agency             Go to Top

BAR

Brian C. Richardson, CLTC
Berkshire Advisor Resource, Inc.
7900 East Berry Place 2nd Floor
Greenwood Village, CO 80111
(303) 328-2429 Direct
(800) 530-2360 x229 Toll Free
(303) 221-0165 Fax
brichardson@berkadvisor.com


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Old 07-18-2008, 12:53 PM   #4
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Re: Looking for DI general agency             Go to Top

You can check out The Plus Group - America's Premier Disability Insurance Marketing Organization. I've never gone through them but it's worth checking them out. Let me know what you think.


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Old 07-20-2008, 01:15 PM   #5
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Re: Looking for DI general agency             Go to Top

I use Dave White and Assoc in San Ramon, Ca.


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Old 07-20-2008, 04:54 PM   #6
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Re: Looking for DI general agency             Go to Top

So what companies do you rep, besides being a wholesaler for Principal? Also, when do you expect your website to be up?

Quote:
Originally Posted by ReganTurner View Post
BAR

Brian C. Richardson, CLTC
Berkshire Advisor Resource, Inc.
7900 East Berry Place 2nd Floor
Greenwood Village, CO 80111
(303) 328-2429 Direct
(800) 530-2360 x229 Toll Free
(303) 221-0165 Fax
brichardson@berkadvisor.com


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Old 07-23-2008, 05:09 PM   #7
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Atlantic Financial
www.atlanticadvantage.com


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Old 07-23-2008, 05:22 PM   #8
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Re: Looking for DI general agency             Go to Top

I was going to suggest The Plus Group, also, Al. I have never used them, but have heard that they do a good job. Let us know if you do contact or contract with them.


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