If you were a financial advisor, would you recommend an annuity to your clients? When and why? What suitability information would you need to collect? How would you demonstrate you are working in the best interests of that client? What type of annuity might you recommend and why?

Assignment Question

Like life insurance, annuities have had their controversies. If you were a financial advisor, would you recommend an annuity to your clients? When and why? What suitability information would you need to collect? How would you demonstrate you are working in the best interests of that client? What type of annuity might you recommend and why? APA formatting is required, & you must cite all references. This should be about 3 pages and include information from the NAIC Annuities Model Act and the SEC Fiduciary standards.

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