If you’re not a registered representative and would like to increase your revenues by marketing small business retirement plans, we’ve got the product. We keep it simple. All we need is a census and we’ll design the perfect plan for your client.
You no longer need a Series 6 or 7 to sell small group qualified plans. In most states, there is no FINRA licensing necessary. No need to make investment recommendations.
You secure the census, we do the rest: