Recommending Fixed and Variable Annuities Under Reg BI

Annuities are a major retirement planning tool for thousands of investors. These products can be complex, making them challenging for advisors to compliantly recommend.

Under Reg BI's Care Obligation, financial professionals must consider reasonably available alternatives (RAA) when recommending both fixed variable annuities. Furthermore, Reg BI exams are asking firms to evidence their assessment of costs and available alternatives for all annuity trades. 

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