Comment of the week: Dividing line should be based on service

September 2013
Money Marketing (Online Edition);9/19/2013, p71
In this article the author discusses how broking firms and investment advisors can deliver in a competitive market for annuity broking and advice. According to the author, clients need to consider several factors before making investments, including the right time to invest in an annuity, and the type of policy, such as guaranteed, investment linked, or fixed term. The author says that many non-advised firms and advisory firms consider these factors.


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