Qualifications In order for us to offer the most value to families and businesses, we strongly believe in continued education and personal growth. Some of our qualifications to better serve you are:Accident and Health Life License. Allows us to recommend the necessary insurance products to help protect your family and the assets you have accumulated.Series 6 and 63 Licenses. Gives us the opportunity to help families and businesses put strategies together for retirement using mutual funds, annuities and insurance products.Series 65. A securities license that allows us to act as Investment Advisor Representatives.The California Partnership for Long Term Care. Allows us to assist Californians with quality Long Term Care Insurance Protection, without being forced to spend down their assets for LTC.Series 7. Allows our firm to offer individual stocks, bonds, and REIT's.