Series 7: 8.2.13 Selling Annuities

Taken from our Series 7 Top-off Online Guide

8.2.13 Selling Annuities

When selling variable insurance annuities, the representative needs to remember that these are insurance policies first and foremost. The representative can discuss the benefits of investing in the subaccounts and the returns that may be achieved from doing so, but he can’t present these insurance contracts as investment vehicles. Primarily, they are to be sold for the death benefit and not as a financial investment.

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