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All of the following information about a customer must be used in determining annuity suitability EXCEPT 1. Beneficiary’s age. 2. Tax status. 3. Financial experience. 4. Annual income.

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All of the following information about a customer must be used in determining annuity suitability EXCEPT
1. Beneficiary’s age.
2. Tax status.
3. Financial experience.
4. Annual income.

 
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