Series 24: 2.4.2.2. Deferred Variable Annuities

Taken from our Series 24 Online Guide

2.4.2.2. Deferred Variable Annuities

With deferred variable annuities, brokers must inform the customer of the annuity’s specific features, such as:

Potential surrender period and surrender charge

Potential tax penalty if customers sell or redeem deferred variable annuities before reaching the age of 59 1/2

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