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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)

  • Taxes are on sale right now (5/9/2018) - Three life insurance sales ideas to help your client take advantage before it is too late Federal income taxes are on sale right now 2018 Federal income taxes are historically low. Between 1932 and 1986 the top income tax rates were usually above 70%, even spending 15 years above 90%! Rates have been considerably lower […]
  • Why everyone you meet is worth $1,000! (5/8/2018) - Contact your Life Sales Manager for your next case.   Brian Leising CLU, ChFC, CASLLife Sales Manager     Direct     Gary PetersonCLU, ChFCLife Sales Manager     Direct     Allen FrisbieLUTCFLife Sales Manager     Direct
  • Financial Brokerage is excited to renew its partnership with an industry leader in indexed annuity sales. (4/30/2018) -   Contact your annuity specialist for your next case. More Information »
  • Agent Referral Program (4/26/2018) - Are you familiar with the Agent Referral Program at Financial Brokerage? Here is how it works: refer an agent to us and you get a bonus on all lines of their production for 10 years! Submit the referral on our website, and we do the rest for you! Contact your marketing team with questions. Thank […]