Allen Fredricks
“Transitioning from Insurance to Securities with Ease”
I'm a second generation advisor with 51 years of family business experience. I transitioned from an insurance-based business to the securities arena with the help of FAN Advisors, who made the process simple and straightforward. My goal over the next five to ten years is to double our current assets under management. I highly recommend FAN Advisors for their ease of communication and support, which has been invaluable during this transition.
Full TranscriptFull transcript
0:00Hello, my name is Allen Fredricks. I'm a second-generation advisor. My father started our business back in 1971. I've been in business personally for about 15 years, but in total we've been in business for about 51 years, so it's been very exciting.
0:16I'm the one who got my securities license. My father started our business utilizing life insurance and annuities, which is still a big part of our business. But when we ventured into the securities arena, with assets under management, we were wondering what it is we could do, and we were introduced to FAN Advisors. FAN Advisors has been fantastic in helping us get to where we want to go. Over the next 5 to 10 years, we're hoping to double what we have so far, and we're looking forward to the future.
0:48One of the main reasons we went with FAN Advisors was because we were an insurance-based business. We utilized annuities and life insurance to provide certain things for our clients, whether it be income planning, wealth preservation, death benefits, what have you.
1:21For a person in my position, what I can speak to is that FAN Advisors made it very simple and easy to get into the securities business. The hardest part really was just getting the license. I hate that license. I hate that test. But once that was done, the ease and transition into the securities arena was fast-tracked, easy to go through, and it was all because of FAN Advisors.
2:00When it comes to the people at FAN Advisors, the people I rely on, they do their jobs and they communicate with me. I don't feel like I'm missing anything if something new comes up.
2:16Paul Atkins, Trey Bohannon, Bob Van Sant: these are names that, if you don't already know, you will know as soon as you join. These are top people within the company that I have access to. Now, with Bob, I might not email him, because, you know, he's the head of the company. But if I needed to, I could. And I'm very happy and proud that I'm able to do that.
2:42If someone were to ask me why I would recommend FAN Advisors, the main word that comes to mind is ease. They make it very easy to get placed into that arena. For a person who came from an insurance-based business going into the securities arena, it was kind of scary transitioning over, but FAN Advisors made it very easy and not complicated whatsoever.
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