LifeSure™ Global State Availability

State Availability and Licensing Requirements for LifeSure™
Red States: Product Not Available
 
Blue States: Restricted States - requires either a proper Broker Dealer securities license or the creation of a fund to offer our products through. You must have at least one financial license to be a Fund Manager (Life Insurance, CPA, CFP, Series 65).
Green States: Unrestricted States - You must have at least one financial license (Life Insurance, CPA, CFP, Series 65)
Please note that securities licensed individuals MUST disclose their outside business activity on their U-4 or from ADV and provide a copy to AAI. Alternatively, Series 65 licensed RIA's may choose to charge a fee to their clients and receive no commissions from AAI.

*In addition to being a Restricted State, a Finder's License can also allow you to refer business to AAI in the State of Texas.