Your Quote Summary
SELECT YOUR COVERAGE TIER
( Payment Options Available)
CORE+
Ideal for advisors who DO NOT sell variable or Series 7 products. Coverage includes:
Life & Health Coverage
Fee-Based Advisory Services- Non-Discretionary Advice
- Limited Discretionary Trades
- Fixed/Indexed Annuities
EXPANDED
The Expanded option includes everything in CORE, but expands coverage to include:
- Series 6 Activity
- Variable Products
- Mutual Funds
- Life & Health Insurance
- Medicare Products
Best for advisors with Series 6 activity but does not include Series 7 trading.
ADVANCED
The Advanced option includes everything in CORE and EXPANDED, plus:
- Series 7 Trading Services*
- Trading Stocks & Bonds
- REITs & ETFs/ETNs**
- Life & Health Insurance
- Medicare Products
*Series 7 commissions must be less than 25% of total commission.
**Limitations apply.