The more you learn, the more you earn! Take advantage of training events and webinars, covering the basics of products and sales concepts all the way through the most advanced planning techniques to help you with all your clients’ needs.
We invest in all the latest in technology tools to help you work smarter and more efficiently; electronic applications, drop-tickets and e-underwriting are just a few. Take advantage of all we have to offer and use the time you save to find more clients!
| • | Product Recommended |
| • | Relationship with Carrier |
| • | Compensation Received |
| • | Conflicts of Interest (failure to disclose a material conflict of interest is considered a misleading statement) |
| • | Product fees, charges, discounts, penalties or adjustments |
| • | Disclosure Statements must be retained in your client records for six years. Some carriers may require the statement be attached to the application. |
| • | You must complete a Professional Report/Producers Report (Each carrier will have their own specific form) |
