Zacc Call, President of Capita Financial Network, goes through the different financial professionals, what services they can offer, how they are paid, and how to know which you should be working with.

https://theretirementnerds.com/financial-professionals-guide/

https://www.thefinancialcall.com/

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YouTube: @theretirementnerds

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https://theretirementnerds.com/newsletter/

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⏰ TIME CODES ⏰

0:00 The 3 Licenses

5:30 Which do you need?

6:57 Insurance Agents

25:48 Broker/Dealers

52:30 Investment Advisors

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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.