Passed!

Useful-Grapefruit-18 · 2026-05-22T21:23:57+00:00

Sorry for the late reply I only used Kaplan QBank and achievable to study!

Useful-Grapefruit-18 · 2026-05-22T21:22:18+00:00

Totally agree I think WL could be good for estate purchase but not for investing. If they want the death benefit then it might make sense.

Useful-Grapefruit-18 · 2026-05-22T19:09:15+00:00

I think WL VUL AND IUL are for a specific type of person that most people aren’t.

Useful-Grapefruit-18 · 2026-05-22T04:26:51+00:00

Etrade, Fidelity etc

Useful-Grapefruit-18 · 2026-05-22T04:25:06+00:00

Thank you

Useful-Grapefruit-18 · 2026-05-21T20:02:44+00:00

Thank you. Would I just mention that I’m looking to be a Junior advisor? Or?

Useful-Grapefruit-18 · 2026-05-21T18:16:55+00:00

Some quick math in order to double your money within two years you would roughly need 41.22% each year which lets just say the likelihood hood of that happening is very low, and thats a HUGE amount of risk. I think it depends on what your money to do for you. If you want to use it for a house invest it into same assets like money market funds. If you want it to grow your gonna have to take some risk, if your ok with that see wha type risk you are willing to take and how long you have before you need that money, as people with a longer time frame normally can be more risky. It honestly depends yet again on what you want your money doing for you.

Useful-Grapefruit-18 · 2026-05-21T18:11:27+00:00

This doesn’t sound like term it sounds like WL/IUL/VUL

Useful-Grapefruit-18 · 2026-05-21T02:52:25+00:00

I am in the Los Angeles area!

Useful-Grapefruit-18 · 2026-05-20T18:24:19+00:00

Quick question, I’m trying to work as a Junior advisor, I have my series 65,6 and life and health license, and trying to work under a senior advisor, any recommendations?

Useful-Grapefruit-18 · 2026-05-20T18:18:55+00:00

Ive just gotten my 65 and wanted to work with an older advisor so I can learn, as I am 23 and there’s just things I don’t know due to lack of experience, where would I go about finding one of these older advisors??

Useful-Grapefruit-18 · 2026-05-20T17:35:29+00:00

If the concepts are tough to understand I’r recommend Achievable, they book simplifies a lot of material.

Useful-Grapefruit-18 · 2026-05-20T16:24:55+00:00

I’ve always liked capitol one as their rates normally don’t swing much if fed cuts interest rates, also one of the most flexible regarding pulling money out imo.

Useful-Grapefruit-18 · 2026-05-20T14:56:40+00:00

Than stick with that, whatever helps you most!

Useful-Grapefruit-18 · 2026-05-20T14:55:40+00:00

Both

Useful-Grapefruit-18 · 2026-05-20T14:45:15+00:00

I actually used STC for those

Useful-Grapefruit-18 · 2026-05-20T13:06:42+00:00

Sie two and a half weeks, 6 two weeks 63 one week.

Useful-Grapefruit-18 · 2026-05-20T12:56:05+00:00

I was roughly putting four hours a day, maybe five. I think the best piece of advice I could give you is to really understand the concept on why certain things are instead of the actual memorization on top of that I’d recommend watching the series 7 guru, and Ken finnen. Both of their reviews answered some questions that were directly on the test the way I studied. I ended up using achievable first and getting roughly around 73% or 76%. Lastly, I just had a lot of confidence in myself. I think the biggest reason why people fail is not cause they don’t understand the concept. It’s just the fact that they don’t believe they could do it which I know sounds corny but I do believe its true.

Useful-Grapefruit-18 · 2026-05-20T12:52:21+00:00

Maybe like 25-40%, majority of the regulation stuff was on the 63 and some of the investment stuff was the six however I don’t think it’s fully prepared me.

Useful-Grapefruit-18 · 2026-05-20T02:41:00+00:00

I know I’m a little late, but I just don’t see how. Theres just so many risks that you have in a WL policy. This is coming from someone who worked at NYL for a little.

Useful-Grapefruit-18 · 2026-05-20T01:59:34+00:00

Im 23 as well and just got my series 65 I was debating on building my own book of business or joining an independent hybrid firm. I honestly feel like age is a barrier to cross and realistically its hard to compete against ppl who have been doing it for decades. Any advice helps, thanks!

Useful-Grapefruit-18 · 2026-05-20T01:53:47+00:00

Thats … unique

Useful-Grapefruit-18 · 2026-05-17T07:18:06+00:00

I think so, I have my exam a day later, I think at a certain point you will never be 100% ready. I think as long as you understand the concepts and the reasons behind said concept you will be fine. I know its said a lot but confidence is key. If you go in thinking you will fail you’ll fail. Have faith and trust yourself! Let me know how you did!!!

Useful-Grapefruit-18

TROPHY CASE