Taxation and Suitability of Annuities for the Professional Advisor: Revised and Expanded with coverage of the SECURE Act, SEC's "Reg BI", and NAIC's new Annuity Suitability Model Reg
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Taxation and Suitability of Annuities for the Professional Advisor: Revised and Expanded with coverage of the SECURE Act, SEC's "Reg BI", and NAIC's new Annuity Suitability Model Reg