Annuities in Focus: Abuse, Accountability, and Advancement

Annuities sit at the center of some of the most controversial moments in insurance and financial services. Explores how questionable sales practices, aggressive marketing, product complexity, and regulatory action shaped today’s suitability and best interest framework. Study the abuses that harmed clients, the conflicts that eroded public confidence, and the reforms designed to correct them. Real-world examples reveal how ethical professionals can apply these lessons to improve recommendations, strengthen communication, and operate with greater accountability.

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