703 - Fiduciary Considerations in Annuity Placements

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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

Credits:

CPD Credit: 1.50 EA Core Credit: 0.75 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.75 EA Formal Credit: 1.50