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Reply to Process of Buying Annuities     
Old 08-12-2017, 12:39 AM   #1
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Process of Buying Annuities Process of Buying Annuities
I am interested in learning how RIAs and bank-owned RIAs determine their fixed annuity contracts. Do both interact with an intermediary like an IMO? Do bank-owned RIAs establish contracts with an IMO or a life insurance company? Thanks in advance for shedding light on this process.
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Last edited by nickzimmer; 08-12-2017 at 01:28 AM.
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Old 08-12-2017, 12:58 AM   #2
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Process of Buying Annuities Re: Process of Buying Annuities
Why would a business entity purchase annuities? I can't think of a reason.

Now, if you're asking how RIAs and bank-owned RIAs choose their annuity contracts to sell to their clients... that's a different story. Most would simply align themselves with an IMO to help ensure that the RIA and/or B/D gets their cut - and any rep "selling away" from the firm can be disciplined for doing so.
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