Question
Identify a potential scenario where someone may wish to purchase each of the products below. Consider such things as the amount of assets to be
Identify a potential scenario where someone may wish to purchase each of the products below. Consider such things as the amount of assets to be invested, how long the assets are to remain invested, tolerance to risk/fluctuation in market value, and ultimate/end use of the funds whether to create a stream of income, leave as a legacy, for a large purchase in the future, etc. -
-Variable Annuity
For this scenario, consider beginning your commentary with something like this in order to point your thoughts in the right direction: A ______________ annuity may be appropriate for a client who...
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