What You Need to Know About PTE 84-24 to Sell Qualified Annuities
Presented by: Michael Sato, March 10, 2022 at 9:30 am
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, Mike Sato, Brokerage Manager provides digestible information related to these changes.
Please feel free to call or email Michael Sato at firstname.lastname@example.org if you have any questions on the subject or any potential case you may have.