“The Sequence 7 license permits finance or insurance coverage professionals to supply ‘packaged merchandise’ equivalent to mutual funds, variable annuities, variable life insurance coverage, UIT’s (Unit Funding Trusts), plus particular person securities like shares, bonds, ETFs, choices – with these 4 as in all probability essentially the most recognized investments,” explains Nic Nielsen, CFP and CLTC at North Carolina-based monetary planner Know My Plan.
