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Expert Q&A

Can a financial advisor assist with life, disability, long term care and other any other type of insurance product I may be interested in?


Related Topics: Financial Planning, Life and Disability Insurance, Retirement Planning
Related Tags: Financial Advisor, Life Insurance, Disability Insurance, Long-term Care Insurance
David  I. Strunc, CRPC
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By David I. Strunc, CRPC - Sunrise Wealth Advisors, Inc.
Answered 10 months ago

Yes, if the advisor has the proper licenses in the state you live in to conduct life, heath, and var annuity along with their series 7 for stocks and series 6, 63, or 66 to offer consulting and fee based advice.

William A. Mack
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By William A. Mack - Wealth Advisory & Management Corporation of America
Answered about 1 year ago

Yes. That is of course, depending on their accreditations, licenses, and specialties.

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