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
0 of 1 people found this helpful
Was this answer helpful? YES | NO
By David I. Strunc, CRPC - Sunrise Wealth Advisors, Inc.
Answered almost 2 years 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
0 of 1 people found this helpful
Was this answer helpful? YES | NO
By William A. Mack - Wealth Advisory & Management Corporation of America
Answered about 2 years ago

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

Do you have a different question?