LifeSure™ Global State Availability

State Availability and Licensing Requirements for LifeSure™ Global
Green States You must have at least one financial license (Life Insurance, CPA, CFP, Series 65)
Blue States Minimum Qualification for these states is 2M Net Worth & no more than 10% of their Net Worth may be invested.
Yellow States Minimum Qualification for these states is 2M Net Worth & no more than 10% of their Net Worth may be invested.

*In addition to being a Restricted State, in the State of Texas you must have either a Finder's License or be Securities Licensed with a Broker Dealer. RIA's are eligible if only an asset fee is charged.


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 marketing fee from AAI.