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I’m sure you’ve read how we design policies with the lowest possible commissions, and how we operate with a lean & mean team.
Because of this, our calendars have been super slammed so we had to raise our minimum income thresholds for clients we take on to justify the amount of time we spend educating, customizing, and continuous servicing we do.
We’ve also found that smaller policies often lose some of the economies of scale possible with bigger policies which can water-down the performance of the strategy.
Otherwise, we hope that our content has/will help you get educated to evaluate other agents and the products they’re offering you to be your own bank.
The Banking Truths Team