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  • Your Four Obligations under NAIC’s “Best Interest” Model . . .
    The Model Regulation requires that you not put your financial interests or the insurance carrier’s financial interests ahead of the consumer’s interests It includes four obligations that must be met in order for you to act in the best interest of a client: care, disclosure, conflict of interest, and documentation
  • Frequently Asked Questions on Regulation Best Interest
    Under Regulation Best Interest, you must have a reasonable basis to believe that the recommendation is in the retail customer’s best interest at the time of the recommendation and does not place your financial or other interest ahead of the interest of the retail customer
  • BEST INTEREST BEST PRACTICES TOOLKIT - nafa. com
    Having an ownership interest refers to having a legal or financial interest in the company issuing the annuity that the producer is recommending Examples of other potential material conflict of interest could include situations where: IV DOCUMENTATION OBLIGATION
  • Chapter 10: Ethical Practices and Fiduciary Obligations - Quizlet
    It goes without saying that clients should not have to worry about their advisers acting in anyone else's best interest or, even worse, fraudulently in their own best interest Advisers have a fiduciary duty, which means they must put their clients' interests before their own
  • Annuity Suitability Agent User Guide - EquiTrust
    Best interest means setting aside any personal beliefs or biases and always working for the good of the consumer The new rule consists of four core obligations: Care, Disclosure, Conflict of Interest and Documentation
  • Five ways to put your customers’ best interest first It’s the . . .
    And, just what does acting in a client’s best interest mean? Here are five simple – but often overlooked – ways you can put your clients first We all like knowing that someone is thinking of us – it makes us feel important and valued
  • Solved 39. Which of the following defines putting the . . .
    Which of the following defines "putting the consumer's interest first"? a Act in the consumer's interest with no consideration of the producer's financial interest b Act in the consumer's interest without placing the producer's financial interest ahead of the consumer's interent c


















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