Tall Tales: Insurance Industry and 403(b)/457(b) Protections (#335)

from Teach and Retire Rich · host Daniel Otter, PhD and Scott Dauenhauer, CFP®

On more than one occasion we have heard red-rated vendors declare that fixed insurance products are now subject to a best interest standard for 403(b) sales in most states. This is false. Comparing CFP Board's Code of Ethics and Standards of Conduct to The NAIC's Suitability in Annuity Transactions Model Regulation #275 Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org

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