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Start Over Descriptor "ANNUITY lawsuits" Journal financial planning
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1. Annuity Firms Shift Their Pitch: Wholesalers have taken a new approach for planners leery of sales calls, regulation and litigation.

Author

SALINGER, TOBIAS

Subjects
PRIVATE annuity trusts, FINANCIAL planners, ANNUITY lawsuits, ANNUITY laws
Abstract

The article discusses the changes in strategies of annuity firms in their approach with financial planners. The annuity firms are hoping the new approach will appeal to investment advisors based on sales calls, fiduciary regulation, and litigation. Financial executive Chad Tope hopes that tailored services and technology would have better benefits than the traditional approach.

Published
2018

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