James Hou is an attorney who was drawn to the insurance industry early in his career. He has found his niche helping physicians reduce risk through the right coverage. I have been fascinated with some of the case studies James has shared with me and scared with others. In my experience, one of the key influencers on the 401(k) advisor selection can be the property and casualty insurance agent. Most companies worry out insurance needs before starting a plan. My hope is this episode will encourage you to find a valuable partner like James in your niche. You can connect with him here: https://www.linkedin.com/in/mrjameshou/
Also, get on the list now for the 401(k)lub launching next week!! https://www.401klub.com/