Why should an attorney review your contract before switching agencies?
Have an attorney assess notice, confidentiality, non-compete, non-solicitation and other provisions that apply to you. Your role and signed documents determine your obligations. Do not assume a description of the captive model settles what you can do after departure.
What should you know about Distinguish life insurance from other lines?
An independent life insurance opportunity may not replace every line of business or responsibility in your current role. Confirm which products you intend to offer and the licenses required. Family Bridge Financial's recruiting discussion is about life insurance, not permission to move unrelated business.
What should you know about Coordinate licenses and appointments?
A move does not automatically transfer appointments or authorize sales through new carriers. Confirm your active authority, any required termination or release process and new contracting approvals. Avoid overlapping activity that could conflict with an existing agreement.
What should you know about Resolve client and record questions?
Ask who may service existing policies, retain records and receive renewals under your documents. Do not take confidential information or solicit clients without confirmed authority. Plan a transition that respects policyholders and leaves existing coverage in force.