About Brett

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    Here are my most recent posts

  1. Our New 151A—Source of Funds

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    As many of you know, in 2009 everyone was panicking thinking they would have to get a securities license and some actually obtained a Series 65 and in July of 2010 the courted vacated the order. The court stated the following in regards to 151A, “Having determined that the SEC’s...
  2. Commitment

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    How many times have you went to training, attended webinars, called someone about a new idea, or been excited about something you have read? Do you know if you do not implement a new idea within seven days of being trained, you have an 85% chance of not using the...
  3. Life Insurance Trends

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    I have been noticing a very big trend in Life Insurance Sales in the past 12-18 months.  In keeping with our pursuit of making it easier for our agents to do business we have put Life Quoting, Forms, Product info & Underwriting Guidelines by Company on our website under Carriers for everyone to use. ...