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.
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.