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What insurance and investment companies can we write business with?
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Comments (5)

NewFS in Virginia

38 months ago

I just got offered the FS position by Wachovia and am fully licensed. What fund companies and insurance companies am I able to write business with?

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drdoom in Mechanicsville, Virginia

38 months ago

If you are an FS in the branch you will only be able to sell the Evergreen family of funds and are limited to two or three annuity options. For anything else, you need to make a referral to your investment advisor who is assigned to your branch in the ISG business channel. You are extremely limited as an FS in doing investments.

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scumpdedump in Connecticut

38 months ago

NewFS in Virginia said: I just got offered the FS position by Wachovia and am fully licensed. What fund companies and insurance companies am I able to write business with?

good luck watch your back. Nasty company to work for. see my previous postings

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NewFS in Virginia

38 months ago

drdoom - What insurance companies can you write business with?

scumpdedump - I'm sorry to hear about your experience.

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drdoom in Mechanicsville, Virginia

38 months ago

NewFS in Virginia said: drdoom - What insurance companies can you write business with?

scumpdedump - I'm sorry to hear about your experience.

NewFS:

I don't know which insurance companies they use now. It has been a few years since I was a branch FS. From my recollection, I had one fixed and one variable option available but I can't remember the companies. From what I have been told, Evergreen is still the only fund company that licensed FSs can sell. Sorry I couldn't be more help. Happy holidays!

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