FINRA Series 6 and 7
Cornell University recently finished a lengthy study which showed 10 trillion dollars is going to change hands from aging or deceased parents to their heirs/beneficiaries in the next two decades.
Experts estimate the trillions of dollars that baby boomers will inherit will primarily be invested in mutual funds, money market funds and other financial vehicles ..... not in traditional accounts.
Insurance contracts have been teamed up with professional money management, commonly known as variable annuities and variable life contracts, which require a securities license.
Will you be in a position to help your clients when they call?
Don't miss out on this huge wealth transference!
"Went and took the Florida Licensing exam this morning and they said I got the highest score ever! ;o) Actually, I ended up with a 90.7% so I am pleased with that. Just wanted to say thanks for everything. Your class was, by far, the best class that I have ever sat through and I have sat through a bunch. I'll give you a call next week and maybe we can get together for lunch or something. Thanks again Buddy,"
- Mike K.