Use a Decision Tree to Decide if You
Should Become Series 65 Licensed
One of the reasons we built POM Planning was to support insurance agents who recently passed the Series 65 exam. It was also built for Series 7 licensed advisors who want to move to the managed money world (the IAR/RIA world).
To learn more about what POM Planning has to offer, simply surf around this site and we think you’ll like what you see.
For those on the fence about getting a 65 license, we created two downloadable PDF decision trees.
To download EXAMPLES of pre-filled in decision trees, click on the following:
To download a BLANK decision tree you can fill out, click on the following:
Once you go through the decision tree exercise, a clear answer should be staring you in the face (get a license or not).
For those who decide to move forward to get their 65 license, email firstname.lastname@example.org to set up a call about the best ways to study for the 65 exam and to get more information about the POM Planning platform.