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My point was that most carriers limit deferred annuity assets to around 80% range or so from what Ive seen. So having a liquid side fund of 20% or more would satisfy suitability with most carriers. The VSA presentation is nice compared to their old stuff.
Some state it flat out on the suitability section of the app (American Equity did, not sure if they still do).
Some state it flat out on the suitability section of the app (American Equity did, not sure if they still do).
