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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)
Articles
  • American General – Rates (1/18/2018) - Rates and AG News American General has issued the following bulletins:* Annuity Rates are Changing  
  • American Equity – Traditions Gold Discontinued (1/18/2018) - American Equity Traditions Gold Discontinued Effective January 31, 2018 the Traditions Gold (ICC11 IDX4)* product will be discontinued in all states. All applications for Traditions Gold must be received in our office by 4:45 p.m.CST on January 31, 2018. Any applications received in our office after January 31, 2018 will not be accepted. Good News! […]
  • Sagicor Life – New Year Annuity Incentive (1/17/2018) - Get the New Year Started with Sagicor’s Rock the New Year Annuity Incentive! To view more details,click here. 
  • North American – Important Update for New Rapid Builder IUL Sales (1/17/2018) - Important Update for New Rapid Builder IUL Sales North American is decreasing the current annual premium limit in all policy years on new indexed universal life Rapid Builder IUL life insurance sales from $1,000,000 to $250,000.  DOWNLOAD the bulletin to read about important dates, illustration software and SimpleSubmit.