What You Need to Know About PTE 84-24 to Sell Qualified Annuities
March 10, 2022HST @ 9:30 amHST - 10:30 amHST
As of February 1, 2022, insurance agents selling products with qualified funds need to comply with PTE-84-24. To protect yourself and to be compliant, join Mike Sato, Brokerage Manager as he walks us through the basics of this NEW rule.
As of February 1, 2022, insurance agents selling products with qualified funds need to comply with PTE-84-24. To protect yourself and to be compliant, join Mike Sato, Brokerage Manager as he walks us through the basics of this NEW rule.
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