We all know suitability is the driving force that will lead to a better image for indexed annuities. Even though you and I have always looked at suitability for your clients, others in our industry have not. So I was interested to watch a video interview with Jack Marrion, one of the most respected voices in our industry. Marrion is discussing his new book..”Index Annuities…A Suitable Approach.”
The book explains index annuity concepts and crediting methods with easy-to-understand graphics, and compares index annuities with other financial vehicles.jack marrion indexed annuity expert internal marketing organization
If you’re looking for good advice on staying straight with regulators, actual case studies to help the annuity producer stay compliant and how securities registration affects suitability, this book would be a good guide.
If Marrion’s name isn’t familiar to you, he is president of a research consultancy that publishes the Index Compendium newsletter, the consumer education materials of Safe Money Places and the Advantage Compendium research studies. He is frequently referenced by regulators and in SEC rule filings relating to annuities, as well as appearing as an expert witness. His first index annuity book Index Annuities – Power & Protection is regarded as the ultimate text on index annuities.
To check out the interview, click here