Reading a client's statements will help you understand how their money is invested and if it makes sense to move some of that money to an Annuity if the client is looking for safety and guarantees.
A.
True
B.
False
2.
All statements will look exactly the same, no matter which company it is from.
A.
True
B.
False
3.
Can you mix IRA money with Roth IRA money in the same Annuity?
A.
Yes
B.
No
4.
A fixed Index Annuity (FIA) allows the client to participate in key stock market Index gains during the good years but lose nothing during the bad years.
