Expert: Suitability training is key for fixed-annuity sales

03/27/2013 | National Underwriter Life & Health

Firms should establish a training program on suitability for sales of fixed annuities, as required by the model regulation adopted by many states, says Alex Holloman III of Athene Annuity & Life Assurance. The program should include an understanding of any pre-suitability processes that insurers may have, as well as training in the products and state regulations, Holloman says.

View Full Article in:

National Underwriter Life & Health

Published in Briefs: