Last updated: October 24, 2026
Quick Answer
They need complete information about your life and financial situation to make a suitable recommendation.
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Related Questions
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What will an annuity salesperson ask me before recommending an annuity?
They need complete information about your life and financial situation to make a suitable recommendation.
Will they ask about my assets, debts, and income?
Expect a salesperson to ask about your financial situation (assets, debts, income, tax status, how you plan to pay for the annuity).
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