Dropping A B/D License Without Dropping Current B/D Platform
CFO News Room
NOVEMBER 15, 2022
And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. So I figured, I had to hold on to the CFO role, because I also am a CPA. And I got my CPA when I was at the accounting firm and started my CFA.
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