Annuity Intermediaries Left in the Lurch Under Fiduciary Rule Proposal

November 21, 2023 by Warren S. Hersch

Annuity Giants Agents Academy founder Tracy Lownsberry, whose company offers an online training platform for agents, said on the LinkedIn page of Wink CEO Sheryl Moore that the idea is very much on his mind, though he’s not yet certain what’s best to do.

“Once we find out what will be required or suggested, we will take that all into consideration and move in the direction that is best to protect ourselves from liability, as well as continue to help our clients and agents,” he said in the post.

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Originally Posted at Life Annuity Specialist on November 15, 2023 by Warren S. Hersch.