Will Your BD Move Hinder Growth or Help You Thrive?

Oct 1, 2017

Or limiting your potential revenue …

Will Your BD Move Hinder Growth or Help You Thrive?

If you’re selling life insurance or fixed indexed annuities, choose a broker-dealer that won’t take a haircut on your revenue. In fact, choose a broker-dealer who knows life insurance and annuities. As an-house broker-dealer, Client One Securities considers all life and FIA business outside business. We’re good stewards and we want to put money back in your pocket—not ours.

Forgivable Note Better on the Wallet?

Maybe, Maybe Not. Have you fallen prey?

Sometimes, offering money up front can help an advisor on a tight budget. But, what you don’t see is the impact to your revenue at the end of the first year or thereafter. In fact, finding a BD who doesn’t run your insurance production through the grid can dramatically affect your net insurance commissions. Give us a call, we can help you evaluate your options side-by-side and look at your revenue impact in year 1, 2 and 5.

Share This