What exam do I leave behind to supply annuities surrounded by Florida?
Looking to start selling on my own...what would be the best bearing to start this process?? I want to be a CFP or advisor?? thanks
Answers:
Depends on what annuities you want to flog. You'll inevitability a Seies 6 and Series 63 lic to deal in unsettled annuities along next to mutual funds and mutable Life insurance. Find a broker peddler too. You'll want in recent times a Life license to supply fixed and/or indexed annuities.
As far as a CFP, that's not a license but a designation. To catch this designation you bring a course, mostly online , to obtain continuing schooling (CE) credits. All it turns out to be is a few junk mail you return with to put after your entitle on a business card - worthless.
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Answers:
Depends on what annuities you want to flog. You'll inevitability a Seies 6 and Series 63 lic to deal in unsettled annuities along next to mutual funds and mutable Life insurance. Find a broker peddler too. You'll want in recent times a Life license to supply fixed and/or indexed annuities.
As far as a CFP, that's not a license but a designation. To catch this designation you bring a course, mostly online , to obtain continuing schooling (CE) credits. All it turns out to be is a few junk mail you return with to put after your entitle on a business card - worthless.