Tag: Variable Annuities

How to Recommend Variable Annuities with Confidence

How to Recommend Variable Annuities with Confidence

Blog

Reg BI’s Care Obligation requires a financial professional to consider reasonably available investment alternatives (RAA) offered by the broker-dealer (refer to “Reg BI’s Care Obligation and Reasonable Alternatives” for more […]

Read More

2021 Reg BI Exams & Variable Annuities

Events

It has been six months since Reg BI’s best interest standard went into effect. Initially, the regulators required that firms make “good faith” and reasonable efforts to ensure the principles […]

Read More