You’ve already collected a book of fixed, fixed indexed, and life insurance business over the years. You have great relationships with hundreds or even thousands of clients, but you’d like to grow your business to the next level. What if you could transform your insurance-only business into a full service financial advisory business, able to discuss all aspects of investments and financial planning with each client? What if you were able to manage 100% of their assets, not just those that are designated for “safe money”? There is a way – the Series 65 license!

Conner Kleinsasser