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How is JN with commissions?
How is Midland when it comes to suitability? % of assets in annuities
Who are you guys using right now for direct contracted FIA'S?
Why?
Anything over 50% of liquid assets is flagged for a heightened suitability review. If over 70% are in annuities they require that part of those assets not be under Surrender Charges.
Obviously the guidelines are just "general", and each case is reviewed on it's own merits.