You want to match clients with the right annuity? : Opinion
November 6, 2014 by Ed McCarthy, CFP
Retirement Advisor: How do you start the process of determining if you should use an annuity with a client?
Michael Kelly: There are two factors that determine it. Number one is the classification of the money: Is it qualified or non-qualified? That’s a huge issue.
Originally Posted at LifeHealthPro on November 6, 2014 by Ed McCarthy, CFP.
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