According to Florida law, which information is NOT required by an agent when recommending an annuity purchase?

In the context of Florida law regarding the recommendation of annuity purchases, certain pieces of information are essential for agents to gather to ensure that the product is suitable for the consumer's needs. The correct choice identifies marital status as information that is not explicitly required for an agent to collect when making recommendations regarding annuities.

Agents are required to assess factors such as a client's income level, investment objectives, and financial experience, as these elements directly influence the appropriateness of an annuity product for the individual. For instance, understanding income levels helps agents gauge the client’s capacity to afford premium payments while evaluating investment objectives allows them to tailor recommendations to align with the client's financial goals. Financial experience provides insight into how well a client understands different investment products, which is crucial for selecting a suitable annuity.

While marital status may be relevant in certain contexts, it is not a fundamental requirement under Florida law for the specific purpose of recommending an annuity. Therefore, focusing on income, objectives, and experience ensures that the agent can fulfill their fiduciary duty to act in the best interests of their clients without the necessity of marital status information.