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Article: Why...and how...P-C agents should get into financial services
- Article from:
- Rough Notes
- Article date:
- June 1, 1997
- Author:
CopyrightCopyright Rough Notes Co., Inc. Jun 1997. Provided by ProQuest LLC. (Hide copyright information)
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FINANCIAL SERVICES 101A POWERFUL OPPORTUNITY FOR BOTTOM-LINE GROWTH
Sometime today one of your top property and casualty clients could write a check for $50,000, $100,000, or more and hand it to an "investment professional" who has been in business for perhaps three months. This scene could replay itself over the course of an entire career, until you decide to stop leaving client dollars on the table for someone else to harvest.
"Financial Services" is the frontier of the 21st century for your P&C shop. By going toe to toe with stockbrokers, financial planners, and other investment types, you'll give your clients their best shot at financial success...and give yourself a powerful ...