Can a cpa sell an annuity?

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1166289

2026-04-14 16:50

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Yes, a CPA (Certified Public Accountant) can sell an annuity, but they must obtain the appropriate licenses and registrations required by state insurance regulators. This typically involves completing a state-approved training program and passing an exam to become a licensed insurance agent. Additionally, CPAs should ensure that selling annuities aligns with their ethical obligations and professional standards.

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