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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.
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.
