Advisors Selling Annuities, Beware: CFP Standards and NAIC Annuity Sales Rules Differ
November 20, 2023 by John Manganaro
A new guide published by the Certified Financial Planner Board of Standards helps financial professionals compare the requirements of the CFB Board’s internal code of ethics and standards with annuity sales regulations adopted by the National Association of Insurance Commissioners (NAIC).
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Originally Posted at Think Advisor on November 14, 2023 by John Manganaro.
Categories: Industry Articles