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Variable and Equity-Indexed Annuities Are Often Not as Suitable as Salespeople Would Imply  

Author:  Robert W. Hutchinson.

Source: Volume 25, Number 01, Fall 2007 , pp.90-94(5)

Journal of Taxation of Investments

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What is suitable for a client depends on several factors concerning the individual investor. In recent years, a number of practices have arisen with regard to both variable and equity-indexed annuities as well as legal and accounting advisors, so that individual investors must exercise even more care.


Affiliations:  1: Hutchinson Law Firm.

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