The $65 Million Question: What License is Needed to Sell under DOL Rule?

Advisors will have to consider what licenses they hold and what licenses they may want to get under the DOL fiduciary rule.

Source: The $65 Million Question: What License is Needed to Sell under DOL Rule?

About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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