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Can annuity accounts take LPOA?

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Nov 15, 2007 6:37 pm

bluestar

Joined: 2004-12-14Offline

Can annuity accounts take LPOA like a brokerage account?

Nov 15, 2007 7:38 pm

Indyone

Joined: 2005-05-31Offline

LPOA?  Enlighten me please…that’s not an acronym I’m familiar with…

  Last Person's Only Asset?
Nov 15, 2007 7:56 pm

anonymous

Joined: 2005-09-29Offline

Limited Power of Attorney?

Generally the answer is yes, but the annuity carrier may have their own form that they want you to have the Agent and the Client sign.

Nov 16, 2007 1:20 am

bluestar

Joined: 2004-12-14Offline

Sorry, yes, limited power of attorney.  guess I’ve been shuffling papers too long…

  I have a relative who wants me to look over his annuity investments.  His firm, prudential, allows him to make adjustments himself online.  So I figure if annuity accounts can take Limited Power of Attorney then I can just act as necessary and not coordinate with him each time.