Commonly Asked Questions

For Advisers

1. How do I get clients the right disability policies?  Finding the right policy can be difficult and challenging.  There are many factors and price is really not the major factor for the right policy, but might be for the client.  Identifying what type of protection is needed, budget available, and how long they need it are important factors.
​2. Why should I work with Rodney Mogen and Solve ur Puzzles?  Rodney and team decrease wait time, and have detailed knowledge on how to get policies through the first time.
3. What companies do you work with? I work with a select group of companies.  Schedule a time with me here to learn about the companies and how I can help.
4. How do you work?  I work in three ways: I can train you and act as a traditional wholesaler, I can Partner with you (30-70% split) and do the whole underwriting process for you, or I can do it all for you (90-10%.) 
5. How do you find Advisers?  I network, am a part of several industry associations, and partner with producer groups to be their insurance experts.

For Business Owners 

Business Owners:
1. These are questions I will help business owners answer and develop a well thought and executable plan?
  • Why are you in business?
  • Why are in this type of business?
  • What is your background? Education, Work Experience
  • Can you provide me with a description of your business?
  • How long have you been in business? In this business? In other businesses?
  • What type of business form do you have, sole proprietorship, partnership, corporation?
  • What are the advantages of this form of business ownership?
  • How did you get started in this business?
  • How did you get the background and skills necessary to run this type of business?
  • How do the social, economic, environmental, technological, legal and political environments impact your business?
  • Do you know who your competitors are?
  • How do you market your business? How are people aware of your business?
  • Where do you see your business in the next year? In the next five years? The next ten years?
  • Do you plan to compete in the global market place? If yes, how? If no, why not?
  • How has technology, such as computers and the internet, impacted on how you conduct business?
  • Why is your business located at this site?
  • Whom do you seek advice from for your business?
  • What do you do with your profits?
  • Do you have a business plan to operate your business?
  • Does your business have a stated mission statement, the reason that this business exists?
  • Do you have employees? How many?
  • Do you do marketing for your business?
  • Can you describe your customers?
  • Why do your customers select you over your competitors?
  • Are there any ethical concerns that your type of business must deal with?
  • How do you overcome these ethical problems?
  • What is your management style?
  • What are the biggest issues for running this business?
  • What is the future for this type of business?
  • If something happens to you, what will happen to your business?
  • What did you learn from this interview?

Advocating for you

I believe in getting out there and networking and advocating for you with different legislators to help get the legislation you need to run your business, retire early, and more.  Here are some legislators we have met in the process.

Published Information

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