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The Advisor's Guide to Annuities

AEP® John L. Olsen, CLU® Michael E. Kitces




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 | #1505903 in eBooks |  2014-05-22 |  2014-05-22 | File type: PDF

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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.


You can specify the type of files you want, for your device.The Advisor's Guide to Annuities   |  AEP® John L. Olsen, CLU® Michael E. Kitces. I have read it a couple of times and even shared with my family members. Really good. Couldnt put it down.

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