All of the following information about a customer must be used in determining annuity suitability EXCEPT
a) Financial experience.
b) Annual income.
c) Beneficiary's age.
d) Tax status.

For determining the annuity suitability of a customer, the producer determines the following things which include financial status, customer age, taste and preference, tax status, annual income, financial experience, etc.

These things are important to judge the customer preference, and their bargaining power so that it becomes easy for producers to achieve their sales targets.

Therefore, beneficiary's age is not a criterion to determine annuity suitability.

Hence, The correct option is c. Beneficiary 's age

All of the following information about a customer must be used in determining annuity suitability EXCEPT a) Financial experience. b) Annual income. c) Beneficiary's age. d) Tax status.

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All of the following information about a customer must be used in determining annuity suitability EXCEPT
a) Financial experience.
b) Annual income.
c) Beneficiary's age.
d) Tax status.