Sentences with phrase «annuity planning consultant»
If you need guidance in deciding if a life insurance plan or annuity is right for you, consult a life insurance or annuity planning consultant to discuss all the options.
https://www.thebalance.com/ Not exact matches
[31] Therefore, from June 9, 2017, until January 1, 2018, insurance agents, insurance brokers, pension consultants and insurance companies will be able to continue to rely on PTE 84 - 24, as previously written, [32] for the recommendation and sale of fixed indexed, variable, and other annuity contracts to plans and IRAs, [33] subject to Start Printed Page 16917the addition of the Impartial Conduct Standards.
Work closely with your financial consultant as you build a comprehensive retirement income plan to determine whether these annuities are appropriate for your personal situation.
Raymond James Trust School Program Raymond James Financial Planning Series Program Raymond James Retirement Plan Consultant Program FLORIDA Life, Health and Variable Annuities License Series 7 License