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Variable Annuities: Exchange Suitability Issues
This webcast outlines key factors to consider when determining the suitability of a variable annuity exchange. With the increasing number and variety of features available in variable annuity contracts, it can be difficult for brokers to determine whether or not an exchange is suitable. This webcast covers topics including features and benefits, surrender terms, withdrawals, subaccounts and the importance of understanding individual customer objectives and needs.

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Related Resources:

Issue Center: Variable Annuities

E-Learning: Variable Annuities: Suitability and Disclosure for New Purchases

FINRA Instructor-led Variable Annuities Course

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