ANNUITY SUITABILITY AND BEST INTEREST Training: Part 1 of 2
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Guest Expert: Scott Stolz, CFP, RICP, iCapital SolutionsThis 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. The program is approved for fou...
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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.
"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.