Ohio Insurance Laws and Regulations Practice Exam

Annuities are a financial product and as such, it is important for the agent to discuss the client's financial objectives to determine if an annuity would be a suitable purchase for them. This helps the agent understand the client's needs and goals, and make a recommendation based on their individual situation. B, C, and D are not relevant topics for this discussion and should not be discussed as they do not pertain to the purchasing of an annuity.