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FL 02-14
Resident Life (Including Annuities & Variable Contractsh Agent License
​
Florida Department of Financial Services

SERIES 07
General Securities Representative
​
Financial Industry Regulatory Authority (FINRA)

ACS
Associate, Customer Service Representative
​
Life Office Management Association (LOMA)

CLU
Chartered Life Underwriter
​
American College
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CPSR
Certified Professional Service Representative
​
National Foundation of CPSR

FL 02-40
Resident Health Agent License
​
Florida Department of Financial Services

SERIES 63
Uniform Securities Agent State law
​
Financial Industry Regulatory Authority (FINRA)

ALMI
Associate, Life Management Institute
​
Life Office Management Association (LOMA)

CLFU
Certified Life Field Underwriter
​
InterAmerican Institute of Insurance

FL 04-40
Property & Casualty Representative
​
Florida Department of Financial Services

SERIES 65
Uniform Investment Advisor Law
​
Financial Industry Regulatory Authority (FINRA)

FLMI - Level 01
Fellowship, Life Management Institute
​
Life Office Management Association (LOMA)

CIIA
Chartered International Insurance Advisor
​
InterAmerican Institute of Insurance

SERIES 06
Investment & Variable Contract Representative
​
Financial Industry Regulatory Authority (FINRA)

ACS
Associate, Customer Service Representative
​
Life Office Management Association (LOMA)

ChFC
Chartered Financial Consultant
​
American College

IHIP
International Health Insurance Professional
​
InterAmerican Institute of Insurance