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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
  • American National – Important Life Updates (10/12/2017) - American National has issued the following bulletins: Signature Term to Signature GUL Conversions New Limited Pay Whole Life
  • American General – AG News and Service Improvement Plan (10/12/2017) - American General has issued the following bulletins: AG News for October 12, 2017 Service Improvment Plan
  • State Life – Interest Rate Notice (10/12/2017) - Access interest rates effective Oct. 15   New business interest rates for the OneAmerica Care Solutions product suite remain unchanged, effective Sunday, Oct. 15, 2017.View all rates 
  • Legacy Marketing – One Powerful FIA – Multiple Upgrade Options (10/11/2017) - Upgraded EARNINGS Potential Flexible rate banding—With accumulation value of $200,000 or more, clients are bumped from the “standard” to “upgraded” rate band.Fee options—Clients can pay an index strategy fee and receive higher caps and participation rates. Upgraded rate band PLUS fee option?! Even greater earnings potential! Multiple index strategy choices including two uncapped participation rate […]