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Choose a partner that gives you options

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With the new DOL rule, the world of insurance and investment strategies is rapidly changing.

My best advice is to partner with an organization that can provide a wide array of contracts with multiple carriers and at the same time support any investment regulatory issues you may have to deal with — especially if you are a registered rep only. There are some outstanding organizations that offer both sides of the spectrum.

You can be an equity partner if you qualify or pay dues if you don’t. The benefit is being partnered with high end advisors who are willing to share ideas and strategies for the good of the order. This not only solves the compliance issues but gives you a foundation to grow your practice with the best ideas in the market place.

It is a win-win.


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