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Source of Funds

Thank you for your interest in downloading the insurance bulletins from the IA and AR department of insurance.

As indicated in a recent newsletter, states are going to ultimately force all advisors to obtain a securities license through the source of funds rule

If you are not licensed and if you are telling clients to take money from stocks, mutual funds, etc., to fund fixed insurance products, that’s when you can get in trouble (see the notices).

To download the TN Department of Insurance notice, please click here.

To download the IA Department of Insurance notice, please click here.

To download the AR Department of Insurance notice, please click here.

If you are interested in working with an RIA that specializes in working with insurance agents, you should take time to surf this web-site. Also, advisors are raving about our unique training. Click here to learn more.

POM Planning also offers a very unique/conservative money platform that usually fits the eye well of insurance licensed advisors who use FIAs and EIUL as wealth building/retirement tools for clients. Click here to learn about this unique money management platform.


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please e-mail info@pomplanning.net
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