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Three Dimensions of Brokerage Services

Three Dimensions of Brokerage Service

Dual Employee

• Stocks, Bonds, Options, virtually all general securities plus insurance
  through ICBFS Insurance Services
• Series 7, 63, 65 or 66, and Life/Health insurance
• up to 90% of Gross Commissions

Dedicated Employee

• Mutual Funds, Annuities, Ret. Plans, IRA’s, 529 Plans, RIA’s, VUL’s and
  Insurance Products
• Series 6, 63, 65 and Life/Health License
• up to 90% of Gross Commissions

Direct Access

• Customer Directed trades in stocks, bonds, options and mutual funds
• Internet Access linked to your website
• 25% of Gross Commissions