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New Licensure As a Retirement Advisor

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Money Talk > Retirement Planning

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johntimber
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New Licensure As a Retirement Advisor  Reply with quote  

Hi,

I was recently told that the DOL now requires you to get a series 65(min) to be able to advise any retirement planning. You cant sell 403b ( fixed annuity) without one. Anyone care to elaborate?
I didn't find the right solution from the Internet.

References:
https://insurance-forums.com/community/threads/new-licensure-as-a-retirement-advisor.88568/
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Thanks
Post Thu Apr 26, 2018 7:09 am
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