What are the host/wholesaler’s responsibilities after the Review Session?

A wholesaler or host is not required to stick around for advisors to complete the exam. However, a best practice we see is the host/wholesaler hanging out for 10-15 minutes to answer any immediate questions an advisor might have right away.

Helpful tip: In order to ensure advisors take the exam within the required time window, you might consider sending a follow-up/reminder email after the Review Session to refresh them on the time requirements to ensure they get the CE credits.