About Dettlaff

Required Credentials 


Because the financial, insurance and mortgage services industry is dynamic - mergers and consolidations, and changes in regulations and economic conditions are the norm - having the resiliency to change with the industry is key to success. Our Financial Representatives stay on the cutting edge of these changing environments.

That's why we recommend ongoing educational programs, and continuing education is mandatory. At a minimum, all Dettlaff & Company Financial Representatives must:

  • Hold a license to provide insurance, annuity and mortgage products in the states in which they do business
  • Be registered in the state(s) in which they sell
  • Complete a mandatory number of training courses per year (exact number varies by state) 

Financial Representatives who sell mutual funds or securities must:

  • Have a Series 6, 63 or 7 License, which enables them to sell stocks, bonds, mutual funds and other registered products
  • Be registered with MMLIS Investor Services

 

What Types of People Become Dettlaff & Company Financial Representatives? 

A Dettlaff & Company Financial Representative:

  • Above all, is passionate about helping business owners and individuals meet their financial goals
  • Empathizes with clients and their goals, taking great care to craft solutions that are appropriate
  • Has a strong work ethic and self-confidence, and strives to be a respected leader in the community
  • Is optimistic about the future, and enjoys the challenges of building a business based on long-term client relationships

Measures success by the number of businesses built and properly protected, incomes preserved, comfortable retirements achieved, and families whose lives are enriched.

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