SCALE · EDUCATION

Questions to bring to a network conversation

Make room for the practical questions behind a potential relationship.

01 · Start with clarity

Ask what services are available, who provides support, and how the relationship is structured. Request the terms in writing.

Discuss costs, book ownership, exit provisions, and carrier access. Availability and eligibility can vary; an introduction is not an appointment.

Compare answers against your own agency plan and review agreements with qualified advisors.

General education, not current news or a substitute for legal, financial, or transaction advice.