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 certain client, it is e

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I began the process of studying for the Series 65 in October of 2013. I studied with two other exam prep companies. The result, a 70% each time.

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