It is quite interesting to read about others who have VA insights toward the Financial Industry.

As an individual who has taken, completed and passed the LLQP & Provincial Exams(all licensing requirements) I am know eligible to sell insurance products, all I have to do is activate my licensing. This process entails a sponsorship with a insurance company and of course the insurance company would expect you to sell insurance for them.


I am just going through the "research" phase of finding out if I could activate my licensing so that I could provide the uppermost services as a VA to the insurance/investment agents/agencies that are out there. So far the biggest issue I forsee is being self employeed as a VA. Compliance plays a major factor here, as licensed agent compliance regulations specifies that if any agent also enlists in another occupation that may cause a 'conflict of interest' then it is forbidden. It's like a catch 22.

But yet as a licensed assistant I would be able to provide outstanding services to my clients because I have education and expertise of the knowledge and products.

I have found a brand new course for becoming certified in the insurance industry as a VA. This course has not yet launched in my area and I am awaiting the start date but this would provide a 'Certification' that I could provide to potential clients.

I have worked hard, continued schooling for the past 3 years, educated myself and raising 3 children by myself and I am not about to let all my hard work go down the drain. Hopefully, through my determination, I will be able to succeed with my goals of offering Life Licensed VA services.

If anyone has anymore insight to licensing/compliance of the insurance/investment industry, I would love to hear from you. I am in Canada so our regulations could be different from US or international.

Thanks for taking the time to listen
Lora