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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 »
 

FINANCIAL BROKERAGE NEWSLETTER

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FROM THE BLOG
  • American Equity – Product Adjustments and Fiduciary Rule Reminder (6/21/2017) - Product Adjustments American Equity has issued the following announcements: General announcement to the field: Click Here Connecticut specific announcement: Click HereCalifornia specific announcement: Click Here Fiduciary Rule Reminder The Department of Labor Fiduciary Rule is now in effect and we want to take this opportunity to remind you of the Rule’s requirements. Under the Rule, […]
  • Voya – Life Rate Update (6/21/2017) - Life Insurance Rate Changes Effective July 1, 2017, Voya Financial will be implementing changes to certain universal life products’ interest rates. Despite these changes, we continue to offer a comprehensive indexed universal life product portfolio, featuring our top selling Voya IUL-Global Choice product.  The 2-year and 5-year Global Indexed Strategies feature unchanged participation rates of […]
  • National Western – The Score Newsletter (6/19/2017) - NWL Income Protector –  New States Added!  We are excited to announce that the NWL Income Protector is now available in even more states! For this latest group of states, you’ll find that the approved product offers most of the same great features that everyone is raving about with only a few minor differences. Visit […]
  • American National – Important Updates (6/19/2017) - American National has issued the following bulletins: Agent Alert – DOL Fiduciary Rule Training and Notice Earn an Apple Watch