Bill: I’ve been in the insurance business (life, DI, LTCi, Annuities) since 1989 and I have always thought that there has got to be a “better way” for both agent and consumer. Your business philosophy is virtually identical to mine. I spent 6 years doing policy (TOLI) reviews for Northern Trust Bank and a few other smaller regional trust banks. I have references. I am currently being retained by Insurance Designers of America (principal office: Designs In Life Insurance Marketing, LLC) and am coming to the end of my helping to build that agency. Please contact me. Thanks, Bud Bridgers
I am interested in converting my practice from commission based for insurance to fee based, how does one go about it?