Need Designations? Retirement Specialist-Retirement Advisor

infoseeker

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I have my Life and Health Licensed as well as my series 7 and 63. I have completed all my annutiy carrier certifications but i dont have any designations such as RIA , FA, or Financial Planner.

i built up a good med supp business over the past 5 years. This past year i have been transitioning to more retirement planning, protection and legacy products such as annuities, single premium life insurance, LTC -Linked as well as IUL's.

I have been on numerous trainings for these retirement type products and have a good understanding how it all works . i am working with a few good IMO's to help me with cases.

Since i will be dealing with retirees in products such as annuities and other various Life insurance products to help with retirement planning what titles can i have on my business card without violating any state insurance regulations.

Can i use: retirement specialist, retirement advisor instead of just licensed agent. any specific title that is good that does not require a designation? Licesed Agent i feel downplays all that i can offer a client it seems.
 
Amazing that someone just posted the exact same question in another place on the forum.

You'd think people would be smart enough to know this is not only pointless and annoying, but makes the poster look like an ***.

Not pointing out anyone in particular, of course.

Rick
 
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