(CAS) Certified Annuity Specialist Practice Test
(CAS) Certified Annuity Specialist CAS Suitability and Ethical Practices
What is the primary factor in determining the suitability of an annuity for a client?
Select your answer
A
The commission earned by the advisor
B
The client's financial situation and goals
C
The popularity of the annuity product
D
The insurance company’s marketing strategy
Need a hint?