Should you die and go to hell before selling an annuity?
Sara Grillo
NOVEMBER 14, 2022
Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Do advisors breach fiduciary duty when they fail to recommend annuities? She then asks Salaske how he manages retirement for a constrained investor without using annuities. It’s not the cheapest for the client.
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