Trump's Win Made States' New Annuity Sales Rules a Big Deal

News November 15, 2024 at 03:29 PM
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What You Need To Know

  • A new state annuity sales standards update is supposed to be be compatible with Reg BI.
  • In theory, SEC-regulated financial professionals who comply with Reg BI will be complying with new state standards.
  • Some groups think some people could have to comply with two sets of rules.
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