All of the following information about a customer must be used in determining annuity suitability EXCEPT 1. Beneficiary’s age. 2. Tax status. 3. Financial experience. 4. Annual income.

All of the following information about a customer must be used in determining annuity suitability EXCEPT1. Beneficiary’s age.2. Tax status.3. Financial experience.4. Annual income.
 
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The post All of the following information about a customer must be used in determining annuity suitability EXCEPT 1. Beneficiary’s age. 2. Tax status. 3. Financial experience. 4. Annual income. appeared first on Superb Professors.

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