As noted throughout this class, annuities are a complicated product that may be misunderstood by many potential customers. Most of the class has focused on providing clients with enough information on the structure and uses of annuities for the customer to make their own best decision. The new guidelines created by the NAIC and adopted thereafter by almost all states require, in addition, that insurance producers make their own best assessment of the suitability of annuity products for each customer. In short, does the customer understand what they’re buying, and do you, as a producer, have enough understanding of the customer to help guide them to the best decision on an annuity product?
When you are ready to begin your course, come see us at https://www.einsurancetraining.com/?src=youtube-course-video.