Become Independent
Are you considering independence for the first time? Not to worry. We have helped many reps in your shoes make the switch and are fully equipped to accommodate your needs, no matter how diverse.
First, let’s address the advantages of making the leap to Independence:
- Much higher pay–outs — most Independent Representatives make 80 – 90% of their annual GDC.
- YOU call the shots: choose your business model, products and work plan.
- YOU OWN your book of business. Your clients are now just that — YOURS. This book has an inherent value that you can sell for a great retirement pay–out down the road.
- Freedom!!!
Even with the amazing advantages of going independent, change is always scary! PPSI understands this and will be with you over the entire transition process:
- Evaluation: Is independence a good business move? Will it enhance your income and your business model?
- Planning: What preparation will you need to do? What training should you complete before transition?
- Transition: How do you contact your clients? How do you use technology to enhance your transition?
I started with a wirehouse, but chose Pension Planners because I am free to do what is right for my clients. I have the back office support that gives me what I need without trying to micro-manage my business.
—Shawn Stites, Registered Representative
Users
Login