Avoiding Common Annuity Mistakes

B (1.5)
B (1.5)
2:40 PM - 3:55 PM
Nonqualified annuities are a common insurance product that many rely on for their financial and retirement planning. It is crucial that insurance agents, financial advisors, and CPAs understand how annuities work and interact with tax law so they can properly advise clients on how to use annuities to help them accomplish their clients’ goals.

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2021 NAPFA Spring Conference