I currently work for an Insurance Company and I would like to change my focus from Life Insurance to Annuities, Mutual Funds, IRA’s, and 529 Plans. Any tips or advice would be appreciated.

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I was an Allstate exclusive agent for 20 years. Got burned out and left in 2012. Went Independent and have never looked back. Best move I ever made. Go get your 7 & 65 and find an independent broker/dealer. There is a much bigger world out there than Allstate wants you to see.

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Leave Allstate. No one will see you as a true financial planner there. Go somewhere with great intro training and a salary to get you off the ground... like a Edward Jones, Raymond James, or maybe Schwab and then once you make it go Indy and thank us later.

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Well I currently have my 6 & 63, I wanted a 7 and 66 and begged for it but I was turned down. I don’t know if I am ready to leave Allstate, but I appreciate the advice and to know that I have options.

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Edward Jones would love to talk with you. We’ll pay you to get your S7 and S66 and build a business. We’re not for everyone - we have a strong culture and a specific way to do business. We work for over 15,000 advisors and might be a fit for you. Talk to some indies and other warehouses, too. It’s a major change and hopefully not one you need to make more than once.

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Does EJ still door knock? My fat ass would pass out

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Instead of changing companies(everyone seems to talk their own book) do educational seats for clients and friends on investment topics. Do it at a nice restaurant. Explain it is so your people see you as the go to person for investments.

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Leave Allstate

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