Great-West: Include Annuities As Part Of The Conversation

June 5, 2018 by Cyril Tuohy

Annuities and fiduciary duty are usually mentioned together in the context of protecting clients in annuity transactions. But an annuity provider is turning that around by saying advisors are failing their fiduciary duty when they do not include annuities in the discussion.

That’s the view of Lance Carlson, head of sales distribution for Great-West Financial. The way Carlson sees it, including annuities in a conversation about securing a client’s financial future can never hurt, but omitting any mention of annuities can come back and haunt advisors many years down the road.

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Originally Posted at InsuranceNewsNet on June 5, 2018 by Cyril Tuohy.