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Chapter 1: Annuity Suitability Review Questions Copy

Posted on 12.29.20

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  1. Question 1 of 3
    1. Question

    A consumer for whom a deferred annuity is suitable should have sufficient liquid assets to meet foreseeable expenses because

  2. Question 2 of 3
    2. Question

    To meet which of the following contract owner objectives would the purchase of a deferred annuity be suitable?

  3. Question 3 of 3
    3. Question

    Why is the age of a consumer an important factor to be considered when assessing the suitability of an annuity recommendation?

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