Link: https://www.thinkadvisor.com/2020/09/30/best-interest-standards-change-and-deferred-annuities/ Title: Best Interest Standards, Change and Deferred Annuities Author: James Kavanagh
Deferred Annuities often constitute a major chunk of a Client’s portfolio. As such, they deserve the best on-going due diligence that an Advisor can provide. An accurate evaluation method will be an i