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BPAS
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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Conflicts in Fixed Annuities: Incentives Part 2 -- The Trips! The Amazing Trips!
The Teacher's Advocate
[Opinion] May 7, 2013
"Fully paid for vacations to exotic locales could certainly persuade an agent to sell one annuity product or another or to sell an annuity when another financial product would be more appropriate. Educators should be aware of the incentives behind products sold to them. In a perfect world there would be no incentives, only the best interest of the client and a fully disclosed compensation scheme separate from the recommendation."
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