BEGIN BUILDING YOUR BOOK OF BUSINESS
WHILE WORKING TOWARDS YOUR

SERIES 65

Transitioning from Insurance-only to Managed Money can be challenging. That is why Wealth Watch Advisors has created our exclusive 65 FAST PASS program.

PARTNERED TO MAKE SURE YOU'RE READY TO

PASS YOUR EXAM

Wealth Watch has partnered with The Securities Institute to make sure you are ready to pass your exam! Our Series 65 study package is by far the most popular and proven to produce 90% pass rates.

With the best rated study material that will guide you through the entire exam prep process, you’re ensured to pass with our comprehensive training materials.

With the best rated study material that will guide you through the entire exam prep process, you’re ensured to pass with our comprehensive training materials.

Being a true “Fiduciary” has never carried as much weight in our industry, as it does today. Consumers are very aware of the terminology and have been conditioned to ask about it with agents/advisors. They’ve even been warned NOT TO work with someone who doesn’t carry the title.

Obtaining your 65 license will allow you to confidently explain to your clients what it means to act in a Fiduciary capacity.  It will also allow you to begin building a residual stream of monthly income and a business with substantial equity and value.

Most importantly, a 65 license allows you to provide a comprehensive plan for your clients, a plan that incorporates managed funds with traditional insurance solutions.  We believe this approach offers the best potential outcomes for most clients.

Comprehensive 65 license study program with a 90% PASS RATE through The Securities Institute of America

Utilize our staff CFP’s & CPA’s to add credibility with clients

Support team will run Risk Assessment reports, Proposals, and Portfolio Analysis reviews

Dedicated “in-house” advisors to assist you and your clients with managed solutions TODAY

• Engage our in-house advisors to begin moving your clients’ assets even while studying for the exam

• Once you’ve obtained your 65 license, registered and trained with Wealth Watch Advisors, this book of business will transfer to you*

There are a few criteria that need to be met to participate in the program.
Agents will be given 9 months to obtain their 65 license in order to maintain their book of business.

Ready for your Fast Pass?

Best of all because you are joining Wealth Watch, all of your training is available at a substantial discount!