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What is the agent's role during an annuity transaction? 1. Selecting a company and a product and facilitating between the owner, annuitant, and insurance company
What is the agent's role during an annuity transaction? 1. Selecting a company and a product and facilitating between the owner, annuitant, and insurance company 2. Taking investment control over the annuity contract 3. Rating insurance companies and supplying those ratings to your clients so they can make informed decisions 4. Deciding when an where the annuity will be invested to maximize interest rates
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