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Nerdy Dave here with a CPA background but looked all over this forum in Help etc and must be blind can't find how to PM. Can post a comment on your profile but that isn't PM per another note there, My inbox just has conversations which I assume are all public so as last resort can someone point me to PM button! Am intersted in your blog - email is [email protected] if for some reason I am not mature enough here for PM
While I am more on the securities side (an OSJ), have rep who also does lots of Medicare who told me about Lesso which I might be interested in offering my investment clients (I am of course also insurance licensed)
confusing, but conversations is this sites pm.
(I am not an insurance agent)
If you put youtube lasso healthcare into a search engine, you will see a little string of videos pop up. One of those is an almost half hour sales presentation. Optum bank is discussed.
I have some opinions about the Lasso product. One of those is that your investment clients are precisely the kind of people who will purchase a lot of these plans..