Thursday, January 11th
The Financial Brokerage office is closed due to inclement weather.
Financial Brokerage is THE insurance brokerage for Life, Annuities, Long Term Care, Disability & Medicare Supplement Insurance Plans, focused on you – the producer. Tell us what’s important to you and allow us the opportunity to earn, enhance, and grow your business.Read More
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The DOL 84-24 disclosure statement covers issues such as:
|•||Relationship with Carrier|
|•||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)|