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I am contemplating going for my 65. i am not currently securities licensed. The main advantages (for me) are being able to manage current clients securities who have insurance products with me but not their investments, and being able to manage older clients securities who annuities may not be suitable for.
Not to mention being able to move the assets without involving their current brokerage house (whether it's keeping them in the market or simply moving to eventually place into an annuity etc.), and then down the road being able to discuss annuities or life where suitable (for those that don't want to move out of securities).
My main concerns are having the SEC and the BD oversight that I don't have to deal with now. Is this a big deal or do they not care about the insurance products so much? Would like to add another tool without increasing my hassle if possible.
Not to mention being able to move the assets without involving their current brokerage house (whether it's keeping them in the market or simply moving to eventually place into an annuity etc.), and then down the road being able to discuss annuities or life where suitable (for those that don't want to move out of securities).
My main concerns are having the SEC and the BD oversight that I don't have to deal with now. Is this a big deal or do they not care about the insurance products so much? Would like to add another tool without increasing my hassle if possible.