DOL ANSWERS:ALL THINGS DOL

U N D E R S T A N D I N G T H E S O L U T I O N

1.2.3.

Identify your position on the below

flowchart

Answer the yes and no questions

You will arrive at your

individualized solution

N A V I G A T I N G T H E D O L L A N D S C A P E

IF YOU EXPECT TO REMAIN IN THEFINANCIAL INDUSTRY FOR THENEXT 5 YEARS YOU SHOULDPURSUE YOUR SERIES 65.

S E R I E S 6 5 L I C E N S I N G

ALIGN YOURSELF WITH ANRIA THAT AGREES WITH YOUWE HAVE THE PLATFORM TO HELP YOU OBTAIN YOUR SERIES 65

Study agenda to prepare for the exam

Ongoing training

WE HAVE THESOLUTION

NOT INTERESTED IN YOUR 65?

Cloud based system

Streamlined and uniform suitability platform

Submission process including a financial

institution that will sign off on the BIC

agreement for you

Allowing you to remain independent in the

post DOL world.

CONTACT US WITHQUESTIONS

866-234-4370

info@libertyfr.com