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What agency has the Food Basics account?
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I’ll give you my perspective as an advisor at Pru. We are now on the LPL platform, they are our B/D. We utilize a combination of their technology for investments and ours for insurance and annuities. We have access to lots of companies to write insurance and annuities, but you aren’t required to do any amounts of any particular product or type of business. Teaming is encouraged but definitely not required. On the investment side we have access to all of LPL’s offerings and platforms. Lots of access to planning software. Some leads are provided. Overall they are a good company to work for but with anyone there are definitely hiccups that happen. Great retirement benefits as well. Let me know if you want to chat more.
Curious why you’re specifically looking at insurance first firms coming from fidelity?
They are recruiting, so I’m looking.