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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
  • Great American – Important Updates and Reminders (12/15/2017) - Simple Updates And Reminders      Year-end processing deadline To ensure that loan, distribution, RMD and annuitization requests are processed in the 2017 calendar year, all necessary paperwork must be received in the Home Office and in good order by December 15, 2017. Please keep in mind, requests for a 403(b) 401, or 457 plan may require a […]
  • American General – Rates and Important News (12/14/2017) - American General has issued the following bulletins: * Guarantee Client Earnings with these Great Rates * AG News for December 14, 2017 * In Case You Missed It
  • Fidelity & Guaranty – Additional Covered Illnesses on Living Benefit Rider (12/14/2017) - Fidelity and Guaranty are pleased to announce that we have updated the Critical Illness Rideron FG Life-Choice and FG Life-Elite to include additional covered critical illnesses, effective December 12, 2017. To view more details, click here.
  • Mutual of Omaha – Express Newsletter for December 13, 2017 (12/13/2017) -   Help Clients Assess the Indexed Interest Rate Potential Our Indexed Universal Life look-back calculator provides clients with information that can help them assess the indexed interest rate potential for an allocation to each of the S&P 500 crediting options. Learn more about how the calculator works.   Living Promise iPipeline e-Application Update Find out […]