Getting Deeper Into Annuities
January 3, 2024 by John Stevenson
If you’re an advisor trying to help more clients with annuities, and you also want to make sure you do it right, then going beyond the basics is important.
I know we all want to make a commission on these contracts, or make clever moves to justify our fees, but a lot of times, if we’re not careful, we can end up recommending an annuity that may not be in the best interest of the client.
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Originally Posted at Think Advisor on December 27, 2023 by John Stevenson.
Categories: Industry Articles