Wednesday, April 23, 2008
Sense & Suitability: When Are Fixed Annuities Suitable?
Lately, the word “suitability” has been used as if it were a term of art, or a word with a precise, agreed-upon meaning. Suitability is not a term of art; it is the art of determining the needs and desires of the consumer and finding a product or products that will meet them. Moreover, suitability is not just about discovering and obtaining information from the consumer; it must also be about discussing and disclosing important information about the insurer, the insurance agent and the annuity product being sold.
Sense & Suitability: When Are Fixed Annuities Suitable?
Source: Producer's Web
Sense & Suitability: When Are Fixed Annuities Suitable?
Source: Producer's Web
Permalink posted by armandn @ 11:48 AM 
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