Series 65: Disability

Taken from our Series 65 Online Guide

Disability

Few things can drain a client’s portfolio faster than a long-term disability. For clients who have suffered a disability, have a family history of needing long-term care, or who work in high-risk industries, planning for disability may be as important as planning for retirement. If a disability is expected or of higher probability for a

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The Series 65 was a tough exam, but thanks to Solomon I passed at the first attempt. The Solomon Exam Prep Course covered every single aspect in detail. The material was not only important to pass the exam, but it is extremely helpful in the job as investment adviser representative.

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