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Good day friends,
I have not been here since I joined NYL in Jan 2015. It's been a whirlwind experience, good and not so good, but now I'm going indie. I've met a man who runs a small group health agency wanting to add a life agent. *me*. We meet in two days in his office to discuss further and meet his officer manager. If anyone could offer me guidance on what kind of deal would be fair, I'd appreciate it. Here are some facts:
1. He's been in business 25 years. Strong group book. Rarely upsells to life, only every now and again
2. I would have access to his book to cold/warm call to cross sell life/LTC/disability(possible, but not probable)
3. His small staff would do my paperwork/servicing
4. He wants to eventually bring in another agent to do group health so he can begin semi-retirement and be the king
What kind of deal would be appropriate? I know the value of his book for leads is HUGE.
I know nothing about going Indie so Im gonna read the snot out of this forum.
Many thanks, y'all.
Peace, from Northern Atlanta, GA.
I have not been here since I joined NYL in Jan 2015. It's been a whirlwind experience, good and not so good, but now I'm going indie. I've met a man who runs a small group health agency wanting to add a life agent. *me*. We meet in two days in his office to discuss further and meet his officer manager. If anyone could offer me guidance on what kind of deal would be fair, I'd appreciate it. Here are some facts:
1. He's been in business 25 years. Strong group book. Rarely upsells to life, only every now and again
2. I would have access to his book to cold/warm call to cross sell life/LTC/disability(possible, but not probable)
3. His small staff would do my paperwork/servicing
4. He wants to eventually bring in another agent to do group health so he can begin semi-retirement and be the king
What kind of deal would be appropriate? I know the value of his book for leads is HUGE.
I know nothing about going Indie so Im gonna read the snot out of this forum.
Many thanks, y'all.
Peace, from Northern Atlanta, GA.