“Do unto others what you want others to do unto you”

 

That is and always will be my business philosophy. Unfortunately, joining an insurance agency or bank goes against this philosophy for a very simple reason:

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If I were to represent a single firm, I can only carry and distribute the products of that firm. And since I myself will never build my portfolio using only the products of a single company, It doesn’t make sense for me to build my client’s portfolio using only the products of a single company.

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By going independent straight away, we will be able to compare and distribute the products and solutions across the different banks, insurance companies, and investment firms, thereby providing me with the ability to service my clients to their best interests.