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Suitability Form Guggenheim Life and Annuity Company

Suitability Form Guggenheim Life and Annuity Company

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hi if you're an agent and you're doing some business in the annuity space you've probably had a case where the compliance department at the carrier has burned you from a suitability standpoint hi i'm randy pearson vice president of life and annuities of gourd marketing and today i've got with me tim luby our top shelf annuity rvp and we're going to talk about navigating annuity suitability stay tuned [Music] all right tim you know the bane of probably almost every annuity producer out there is the potential to get burned from a suitability standpoint so when we talk about navigating annuity suitability you know what are we talking about in general right well this is like underwriting is for life insurance for the annuity business and it's relatively new which is partly why a lot of annuity agents get tripped up by it a decade ago suitability was hardly even talked about today it's it's pretty significant and it really comes down to the carrier's

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