by jessicarossinsurance » Mon Sep 18, 2017 09:47 am
Hi,
I am a financial planner who does some life insurance business through an agency. I am changing broker dealers and moving to another life agency. Some of my existing life book pays residuals that I would like to keep receiving. What is generally the process to notify my current insurance companies of my change of agency?
Please help.
Thanks!
I didn't find the right solution from the Internet.
References http://www.insurance-forums.net/forum/life-insurance-forum/changing-agencies-current-book-t90112.html
Video marketing
I am a financial planner who does some life insurance business through an agency. I am changing broker dealers and moving to another life agency. Some of my existing life book pays residuals that I would like to keep receiving. What is generally the process to notify my current insurance companies of my change of agency?
Please help.
Thanks!
I didn't find the right solution from the Internet.
References http://www.insurance-forums.net/forum/life-insurance-forum/changing-agencies-current-book-t90112.html
Video marketing
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