Puritan Financial Group

Cenla Agent · 09-24-2007, 01:02 PM

Anyone out there know anything about Puritan Financial Group?
http://puritanfinancialgroup.com/index.html

Bozack23 · 11-25-2008, 11:06 AM

Anybody heard of them know????

Joe Moore · 11-25-2008, 06:53 PM

I have sat on boards with Matt McIntyre and Paul Crooks:

Our Team

I have been on many conventions with Matt.

They are good folks. I would work with them any day, if that is the question.

stormtracker · 11-25-2008, 07:45 PM

I worked with them a few years ago. As an agent you will be driving to presets where you will "audit" their revocable living trusts. You will be looking for low yield monies to move into annuities. I would really suggest that you have financial planning knowledge/experience. The scope of this job is really approaching securities requirements. Word to the wise-- the presets have been worked to death.

2112Greg · 12-18-2008, 06:44 PM

I just talked with these guys for a while today. So the presets are no good? I've seen that in two threads about Puritan here.

Anyone have more details on this aspect of it?

bluemarlin08 · 12-18-2008, 08:28 PM

Run Forrest , run.