Do you need a security license to sell indexed annuities?

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1089783

2026-03-06 12:05

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Yes, in most cases, you need a security license to sell indexed annuities, as they are typically considered securities. This requires obtaining a license, such as the Series 6 or Series 7, depending on the specific products you intend to sell. Additionally, some states may have their own regulations that necessitate licensing. It's important to check both federal and state requirements to ensure compliance.

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