Season 12 · Episode 335
Tall Tales: Insurance Industry and 403(b)/457(b) Protections (#335)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
August 16, 202426m 14s
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Show Notes
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