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A financial advisor who's also a licensed insurance agent, on the other hand, can do both. For instance, an agent who is a chartered life underwriter (CLU) can offer financial advice in the ...
Financial advisers are registered, not licensed. [2] For example, a licensed insurance agent may be qualified to sell both life insurance and variable annuities, because the insurance agent holds an insurance license and holds the Series 7 qualification examination. A broker (Series 7) may also be a financial planner.
A Development Finance Certified Professional (DFCP) is a specialist in development finance theory and practice that has been professionally accredited by the Chartered Institute of Development Finance; [7] the professional association which engages with academic institutions, development finance institutions, and support agencies to support and ...
The American Association of Insurance Services (AAIS) is an American national trade association for the insurance industry in the United States. AAIS offers details on product creation, statistical research, compliance, administrative paperwork, and technical preparation to more than 700 Member insurance agencies. [ 1 ]
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer, accountant); or
In insurance, a managing general agent is defined legally as "an individual or business entity appointed by an underwriting insurer to solicit applications from agents for insurance contracts or to negotiate insurance contracts on behalf of an insurer and, if authorized to do so by an insurer, to effectuate and countersign insurance contracts".
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