Comments on: SEC Rule 151A about Indexd Annuities not such a big problem for annuity agents

By: Scott Hoff

Scott Hoff — Wed, 18 Nov 2009 19:27:55 +0000

I think the test is challenging enough. I also think that the CFP is a great accreditation. Brokers looking to get licensed might consider a Broker Dealer with a background in life insurance. Marketers of fixed annuities might consider establishing a relationship with a wholesale broker dealer

By: Ian

Ian — Wed, 09 Sep 2009 20:44:37 +0000

Advisors fail to say NO to prospects who fall outside their ideal target niche… According to top IRA educator Mike Reese of Centennial Wealth Advisory, one of the biggest sing mistakes you can make is taking a client with the wrong demographics, which will lead to you shirking on service.
I pulled some great reminders (like this ) from http://www.EOins.com
Practice due diligence. Set the example.

By: Bob Richards

Bob Richards — Tue, 18 Aug 2009 05:20:18 +0000

Steve,
In the world of tests, the series 7 only asks that you regurgitate learned information. There is no thinking involved. In other words, one only needs to memorize, not think. That unfortunately is why there are so many incompetent financial advisors. The hurdle to sell investments and insurance in the US is SO LOW. The CFP exam is an example of an exam that requires thinking to work through the problems and case studies.

By: Steve

Steve — Thu, 13 Aug 2009 02:26:59 +0000

Series 7 easy? Yeah right….dumb ass