703 - Fiduciary Considerations in Annuity Placements
Doc. 1.B 95-1 provides guidance to fiduciaries purchasing annuities but there is a lot to consider when acting as a fiduciary. Panelists discuss the new congress report (if released), public testimony on 95-1 requirements, state guaranty structures, and the new investment advice fiduciary rule and best practices around annuity placements.
Speakers:
John Malcolm Merrill
Nyhart, div. FuturePlan by Ascensus
Mr. James Peter Walton
Agilis
Ms. Tonya B. Manning
Gallagher
William Ryan
Newport Trust Company