Climbing Out Of The Rabbit Hole On Annuity Suitability
August 15, 2018 by Jack Aiken
Like Alice, that white rabbit caught our eye and we have tumbled down the rabbit hole. Straight to the bottom.
We entered Wonderland, where things are upside down and backwards regarding the prevailing “suitability standards” embraced by regulators.
Fortunately, the basic values of fixed annuities mesh nicely with the reality of our clients’ actual needs, so there is still time to scramble out of the rabbit hole.
Click HERE to read the full story via INN; registration required.