Fee-Based VA’s (FBVA’s)

Fee-Based VA’s (FBVA’s)

12.02.2019
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Suitability Considerations for Fee-Based Annuities (FBVA’s)
When considering a Fee-Based VA for your clients, your rationale should focus on the following benefits when compared to standard commission-based VA products:

Overarching advisory relationship between advisor and client.
Opportunity to have full discretion over management of the subaccounts.
Reduction in the fee drag on subaccount performance and potentially benefit base …