ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2
Guest Expert: Scott Stolz, CFP, RICP, iCapital Solutions
Date:
Webinar Replay Description
This session features annuity expert Scott Stolz providing an education on the features of structured annuities and how they work (buffers, participation rates, cap rates and performance triggers).
12.11.2023 - Annuities Pt 2