Independent Marketing Organization · Serving advisors in 42 states(407) 901-2850Register freeAdvisor login
Training · Advisor Paths
Two ways advisors grow.
The directions you build toward with SRO, matched to what you’re licensed for.
Advisor paths
Where the training leads.
Retirement Discovery Specialist
For life & health agents. Learn to open the retirement conversation inside your existing book — no securities registration required.
Walk this path →Retirement Coach
The advanced path for securities-registered advisors ready to run the full retirement-planning conversation.
Walk this path →Certificate in development
A Retirement Discovery Specialist certificate-of-completion program is in development — it recognizes completion of a course of study, is not a professional designation, and is not yet open for enrollment.
Ready when you are
Find your path.
Live · 90 minutes · free for advisors.