My insurance license has lapsed. Back when I was at Merrill I had to sit through a week-long training course. Do I still need to do that to regain my license? Can it be waived w/ a CFP certification?

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I would pick up your phone and call your state insurance board. The rules vary by state.

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You'll still probably need to retest, but as RIA stated it varies state to state.

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If you want to sell insurance you need a license. Arguably as a CFP you could discuss insurance with clients but it’s so easy to get it back I’d go get it.

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