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Once again a connection to an agency in Texas.
UPDATE;
I was at the clients house today when the agent showed up. He introduced himself as an agent with Puritan Financial Group, so did his card. I videotaped the entire meeting. His lead sheet had Puritan Life on top of it, as well as "Med Supp Replacement Contact" right on top of it. He called Addison TX and talked to a third party to get a quote to see if he could beat it.
He was not very happy when I introduced myself and told him my purpose for being there. He has only been an agent for 6 months. He tried to call several people but could not reach anyone.
I was asked to be there by AIMC, Puritan, and the DOI. I tried to explain to him what he was doing, and that I had 14 years as an agent, and he only had 6 months, and he should heed my advice. He said I was lacking in integrity, ha.
So now I wait until Monday. Then I will send the video to AIMC and my broker.
This is happening in ALL states. So if you have any Sterling, Admiral/Puritan clients, you need to go move them now.
UPDATE;
I was at the clients house today when the agent showed up. He introduced himself as an agent with Puritan Financial Group, so did his card. I videotaped the entire meeting. His lead sheet had Puritan Life on top of it, as well as "Med Supp Replacement Contact" right on top of it. He called Addison TX and talked to a third party to get a quote to see if he could beat it.
He was not very happy when I introduced myself and told him my purpose for being there. He has only been an agent for 6 months. He tried to call several people but could not reach anyone.
I was asked to be there by AIMC, Puritan, and the DOI. I tried to explain to him what he was doing, and that I had 14 years as an agent, and he only had 6 months, and he should heed my advice. He said I was lacking in integrity, ha.
So now I wait until Monday. Then I will send the video to AIMC and my broker.
This is happening in ALL states. So if you have any Sterling, Admiral/Puritan clients, you need to go move them now.
There recruiting on Career Builder and there Facebook page ties into Texas if that helps
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