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Advisor's Guide to Annuities

 Ebook
Sofort lieferbar | Lieferzeit:3-5 Tage I
ISBN-13:
9781939829788
Einband:
Ebook
Seiten:
384
Autor:
Clu(R) John L. Olsen
Serie:
The National Underwriter Company
eBook Typ:
Adobe Digital Editions
eBook Format:
EPUB
Kopierschutz:
2 - DRM Adobe
Sprache:
Englisch
Beschreibung:

The stakes are high. Today, in certain circumstances, fixed annuity agents may get in serious trouble just for selling fixed annuities. "Source of funds" issues have raised many complicated questions about whether, or when, annuity agents are directly or indirectly providing investment advice. Anyone and everyone working in the annuities area must be fully informed of these issues in order to avoid the potentially serious consequences that can arise.