I saw them recommended and wonder if anyone else has had any experience. I seriously looking to bouce quickly out the "captive" agent world and need to get situated.
I'm going a bunch of pension planning and do not want to stay only with fixed products. Are they a broker/dealer? It appears they are but to what extent I'll have access to a book of funds is what I'm concerned with.
Thanks!
I'm going a bunch of pension planning and do not want to stay only with fixed products. Are they a broker/dealer? It appears they are but to what extent I'll have access to a book of funds is what I'm concerned with.
Thanks!
