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Blog + Articles

The annuity suitability process

April 1, 2013 by Corey Weiner

Most advisors would agree that a fixed annuity can be an integral part of a sustainable income plan in retirement. Yet selling fixed annuities come with myriad regulations.

Increasingly, to handle those risks, general agencies, field marking organizations and broker-dealers have instituted suitability measures in the interest of consumer protection and overall due diligence.  Click here to read…

Originally Posted at LifeHealthPro on March 27, 2013 by Corey Weiner.

Categories: Industry Articles