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Este cuestionario evalúa la idoneidad de la compra de una anualidad basada en la situación financiera y las necesidades del propietario, incluyendo ingresos anuales, activos existentes, costo de vida y objetivos financieros.

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What is annuity suitability questionnaire?

An annuity suitability questionnaire is a document used by financial professionals to assess whether a specific annuity product is appropriate for a client based on their financial situation, goals, and risk tolerance.

Who is required to file annuity suitability questionnaire?

Financial advisors and insurance agents who are selling annuity products are typically required to file the annuity suitability questionnaire as part of the regulatory requirements to ensure that the product matches the client's needs.

How to fill out annuity suitability questionnaire?

To fill out an annuity suitability questionnaire, a client must provide accurate information regarding their financial status, investment objectives, risk tolerance, and any existing financial products. The advisor will guide the client through each section to ensure comprehensive responses.

What is the purpose of annuity suitability questionnaire?

The purpose of the annuity suitability questionnaire is to protect clients by ensuring they receive suitable investment recommendations that align with their individual financial needs and goals, thereby reducing the risk of mis-selling.

What information must be reported on annuity suitability questionnaire?

The information that must be reported on an annuity suitability questionnaire typically includes the client's age, income, investment objectives, financial goals, existing liabilities, risk tolerance, and investment experience.

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