ANY HELP IS APPRECIATED!!!
i am a young financial planner with very good sales ability, however my age prevents me from landing the large investment accounts. i currently have about $10 mil in assets under management and some life and health insurance polices. i want to diversify my income sources and expand my book of business. in short, i am looking for a platform that allows me to do p/c in addition to the other products.
so far i have found going captive is the only way. i am currently independent and would like to stay that way. two questions:
1) do you know of an independent platform (broker/dealer) which would allow me to do investments, life, health, and p/c?
2) if i have to go captive, which program do you all suggest - allstate, state farm or nationwide?
i am a young financial planner with very good sales ability, however my age prevents me from landing the large investment accounts. i currently have about $10 mil in assets under management and some life and health insurance polices. i want to diversify my income sources and expand my book of business. in short, i am looking for a platform that allows me to do p/c in addition to the other products.
so far i have found going captive is the only way. i am currently independent and would like to stay that way. two questions:
1) do you know of an independent platform (broker/dealer) which would allow me to do investments, life, health, and p/c?
2) if i have to go captive, which program do you all suggest - allstate, state farm or nationwide?