Helping Diligent Advisors Ensure They're On The Right Planning Path
Updated 12/1/2023
With so many different annuity products out there, it’s no surprise that clients and advisors have a tough time understanding them.
With this checklist, you will be better prepared to help your clients understand their annuity and determine if it is still appropriate for their financial situation.
This checklist covers the key issues to consider when reviewing a client’s existing annuity, such as: