ANNUITY SUITABILITY AND BEST INTEREST Training: Part 1 of 2
Guest Expert: Scott Stolz, CFP, RICP, iCapital Solutions
Date:
Webinar Replay Description
This is the first of a two part program (second session is on Dec. 11th) that meets the requirements of the NAIC Suitability and Best Interest training requirements.
Comments
When attendees were asked what they learned, they responded:
"An improved understanding of the investment advisor and consumer issues related to annuities.
An improved understanding of annuities."
- Mark Z.
Excellent review. The owner/annuitant driven contracts was informative
- Dennis B.
Fixed indexed annuities might be most appropriate for someone who is scared of the stock market but would like to benefit from upside in the market.
- Rick F.
Good reminder to view all pros and cons of any annuity product being recommended to a client.
- Holly E.
"An improved understanding of the investment advisor and consumer issues related to annuities.
An improved understanding of annuities."
- Mark Z.
Excellent review. The owner/annuitant driven contracts was informative
- Dennis B.
Fixed indexed annuities might be most appropriate for someone who is scared of the stock market but would like to benefit from upside in the market.
- Rick F.
Good reminder to view all pros and cons of any annuity product being recommended to a client.
- Holly E.
12.04.2023 - Annuity
Attendees Comments:
"An improved understanding of the investment advisor and consumer issues related to annuities.
An improved understanding of annuities."
- Mark Z.
Excellent review. The owner/annuitant driven contracts was informative
- Dennis B.
Fixed indexed annuities might be most appropriate for someone who is scared of the stock market but would like to benefit from upside in the market.
- Rick F.
Good reminder to view all pros and cons of any annuity product being recommended to a client.
- Holly E.