My licensee allows us to decide how we do our paraplanning. They have provided us with details on matters to consider when selecting to outsource paralanning and considering IPAC have used IAM i'd be pretty sure my licensee are comfortable with IAM.
When this portal goes live I can submit plans to be completed on a per unit cost and not commit to a $2,000 per month agreement. And i don't need to wait for them to sign an agreement with IAM. WOW.
