Insurance agents who are not also licensedsecurities professionals do not have the training and have not demonstrated the expertise necessary to determine the suitability of liquidating securities products to fund the purchase of an insurance product.
They use the Internet, the application of innovative technology and the assistance of licensedsecurities brokers when appropriate to provide a broad universe of accredited and institutional investors with efficient access to private company stock investment opportunities and to take friction out of the transaction process.