Best B/D, Indy fit for EJ
1 ReplyJump to last post
May 17, 2020 10:24 pm
Typically (I know all of our business can be different) which firms are the best fit for diversified EJ books to port over? VAs, Annuities, Bonds, CDs, Term, etc, etc.
For example I learned Commonwealth can’t hold O Share Annuities.