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The DOL 84-24 disclosure statement covers issues such as:

  • Product Recommended
  • Relationship with Carrier
  • Compensation Received
  • Conflicts of Interest (failure to disclose a material conflict of interest is considered a misleading statement)
  • Product fees, charges, discounts, penalties or adjustments
  • Disclosure Statements must be retained in your client records for six years. Some carriers may require the statement be attached to the application.
  • You must complete a Professional Report/Producers Report (Each carrier will have their own specific form)
Click here for an example of a DOL 84-24 Disclosure Statement »
Articles
  • State Life – Interest Rate Notice (8/10/2017) - Interest Rate Notice New business interest rates for the OneAmerica Care Solutions product suite are changing, effective Tuesday, August 15, 2017. Asset-Care, Annuity Care, Annuity Care II/III and Legacy Care new money rates are not changing. Indexed Annuity Care new money rates are mixed. New Indexed Annuity Care rates are listed below.  View all rates » The new […]
  • American National – Illustrations on iPipeline iGo Being Discontinued (8/10/2017) - Illustrations on iPipeline iGo Being Discontinued     Effective 9/1/17, illustration capability within iPipeline iGo will no longer be available. Illustrations should be run utilizing ExpertIllustrator within ExpertOffice. Please note however, that iPipeline will continue to support quotes on the GUL and Term products through LifePipe.    Reminder: Updated Annuity Disclosures       Effective 8/1/2017, new annuity disclosures are […]
  • Protective – Now Offering Term Insurance (8/7/2017) - We get it—many clients need straightforward protection, nothing more. That’s why we added Protective Classic Choice Term to our short-term solutions portfolio, along with Protective Custom Choice UL. So now you have two solid short-term solutions to offer clients. And we developed tools for you to get the conversation started. Get your resources
  • Prudential – PruLife SUL Protector Changes (8/7/2017) - Changes to SUL Protector Prudential strives to offer a relevant suite of products that align to a variety of customers’ needs. To reinforce our commitment to the no-lapse guarantee marketplace we will be introducing new pricing on PruLife SUL Protector. The updated version has similar changes to those made to PruLife Universal Protector earlier this […]