Annuity Suitability
Discuss the decision to purchase an annuity as opposed to other types of products to produce income such as bonds or CDs. What type of client situations would be ideal for an annuity contract?
Market Participants
Who do you think are important participants in the insurance marketplace that we do not initially think of? Is their work or participation as consequential?
Policy Selection
What factors of those discussed to you consider most important in selecting a policy?Customer service, company stability? Other? Feel free to use a real world or hypothetical example.
Each question should have atleast 75 words. Do not need to cite a source unless quoting the source in the answer.
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