Task 2

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kingjames

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Mar 28, 2018, 12:03:37 AM3/28/18
to R&T Module - April 2018
Lets discuss task 2.

Chris Kinzig

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Apr 3, 2018, 8:35:04 PM4/3/18
to R&T Module - April 2018
Check out the Overview section at
for some info about suitability and disclosure.

For tax qualification - do you think they are talking about Section 7702 of the US tax code for the UL product?  Not sure if there are other tax issues to consider, especially for the VA product.

Thanks to everyone for posting to this group.

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