Options For Being A Registered Rep And Also Selling Indexed Annuities

February 5, 2024 by Charlie Gipple, CFP, CLU, ChFC

“Charlie, what should I do?”

This is the question I am often asked by financial professionals on what they should do when it comes to getting set up with their securities license while also wanting to sell indexed annuities. Even folks that are already securities licensed will ask me this question occasionally, because they are looking for easier ways to offer both securities and indexed annuities. Because of technical reasons and history, the answer to the question is not as easy as “get an insurance license for the annuities and a broker-dealer for the securities.” We will discuss the issues that surround my typical response to the above question.

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Originally Posted at Broker World Mag on February 3, 2024 by Charlie Gipple, CFP, CLU, ChFC.