Now that the Department of Labor fiduciary rule has survived the budget process, virtually assuring its path to adoption in 2016, it is time to give some thought as to what this rule will likely mean for the future design of annuity products.
To predict how annuity products may change going forward, we must first understand that under the proposed DOL fiduciary rule, advisors will have two options for providing individual retirement account (IRA) recommendations.
2 options for providing IRA recommendations
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