All of the following information about a customer must be used in determining annuity suitability EXCEPT

All of the following information about a customer must be used in determining annuity suitability EXCEPT



Answer: Beneficiary's age. To ensure suitability of annuity products, producers must obtain relevant information about the consumer's age, income, financial status, tax status, financial experience and objectives. Beneficiary's age is not a suitability factor.


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