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I charge small fee for the consultation and work selectively for existing client. I am explaining that I can't help with servicing.
I charge small fee for the consultation and work selectively for existing client. I am explaining that I can't help with servicing.
I charge small fee for the consultation and work selectively for existing client. I am explaining that I can't help with servicing.
Crazy is the right word.
Only a person who hasn’t been in this from the beginning would think that way.
1. Take a an April 1 SEP
2. Application doesn’t reach the carrier
3. Wasted hours on the phone with the carrier and the Marketplace
4. Did they owe documents? Canceled when they did not turn them in? More hours dealing with them trying to fix it.
5. When the surprise bill comes in they will try to make it your problem.
6. Lost vacation. Lost peace of mind. Lost ME time.
These things take hours days and months to fix. You will be the only accountable working like a dog. The Marketplace nor the carrier cares as long as they are getting paid and they have a few people who are crazy enough to sacrifice themselves for 0%. This is why many are only doing SEP business IF compensation is available. If you’ve been paying attention you would know future compensation is not guaranteed. So if you would like to work months for 0% to gain a possible future 0% makes no sense but it’s your choice.
Existing clients appreciate your kindness, and increasingly respect your advice as time passes. Forgo the fee, and start advising them on obtaining other insurance and/or savings plans from you. You'll earn more over the long term. Fee-based services don't generate passive residual income.
What type of consultation are you doing?
How much is the small fee?