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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
  • Mutual of Omaha = Express Newsletter for November 15, 2017 (11/15/2017) -   Need Some Sales Ideas to Help You Boost Your Sales? Want sales ideas that can help you position indexed universal life insurance with your clients? Want to know what makes our IUL products unique? We have just the place for you to go.     Broker Bonus Program Reminder With the extra business from […]
  • National Western – Interest Rates and Company Address Change (11/13/2017) - Amazing Rates, How Sweet the Sound! You liked us before…you’re going to LOVE us now! Wait until you see the difference 55 additional Basis Points can make. Our Universal Life Interest Rates have change for the better. Increased Crediting Rates Increased Participation Rates Increased Cap Rates The new rates will be effective November 10, 2017. Click […]
  • State Life – Interest Rates and Product Changes (11/13/2017) - Access interest rates effective Nov. 15 New business interest rates for the OneAmerica Care Solutions product suite remain unchanged, effective Wednesday, Nov. 15, 2017. View all rates Upcoming OneAmerica Care Solutions product changes At year end, OneAmerica will be making slight changes to our product availability in Massachusetts and New Mexico. * In Massachusetts: ImmediateCare SPIA and […]
  • American Equity – Important Updates and Year-End Processing Deadline (11/13/2017) - American Equity has issued the following bulletins: * Great News! Foundation Gold and California Gold Product Updates * Service Forms Update and Year-End Processing Deadline