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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)

  • Relieve your Clients’ Policy Loan Burden (1/14/2019)- Stop me if you’ve heard this one before… During a client review you discover that your client has a life insurance policy that has accumulated cash value. However, you also see that loans have been taken from the policy to pay premiums or for funds for your client. Because the policy may not be performing […]
  • Announcing Our 2020 Incentive Trips (1/3/2019)- A captivating fusion of the modernism of North America and the traditional charm of Europe, Montréal is a city with so many faces. With a French heart and a distinctly Canadian charm, Montréal is unlike anywhere else that you have ever been. Montréal Only… $45,000* Annualized Life Premium $1,125,000* Annuity or Linked Benefit Premium $67,500* […]
  • NAC Benefit Solutions (12/27/2018)- See how a combination of customizable features equals financial security for your clients.
  • AssetShield 5 | 7 | 10 (12/27/2018)- Hear about American Equity’s new accumulation product called the AssetShield and how it can help your client achieve their financial goals. Also, hear about the LIBR increase on the IncomeShield, that also just rolled out.