Tag: Annuities

Dollars and Sense: Changes to the Sales of Annuities

Kathleen Owens, Aurora Financial Planning Investment Management Arizona investors may be surprised when they learn of changes to annuity sales in Arizona Bill 1557: Arizona Revised Statutes; Relating to Annuity Transactions. This bill, signed into law in 2020, says that an insurance agent shall act in the best interest of the consumer, but then goes…