1.0
Jun 29, 2022
Current employee
Recommend
CEO approval
Business outlook
Pros
Flexibility, Open Schedule, some marketing support
Cons
Pay is below industry for many. Their “revenue" creates payouts ranging from 45%-90% (top assumes you have $50M AUM or $3.5M in annual premiums). They recently reduced investment and planning fees for advisors. Keep in mind, they take out technology and office fees and benefits so it is easy for "advisors" to constantly be left with little after months of hard work. Many members don't get the service they need so part of any assigned book will be angry individuals that could be a liability from a compliance standpoint.