Variable Products & Retirement Planning


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About This Course

Join FINRA staff and industry practitioners as they discuss variable and retirement planning productions. The panelists also explore frequently asked questions and discuss regulatory challenges.

Topics Discussed:

  • Summarize how to create a variable product communication with respect to content and performance.
  • Address selected topics, such as supplemental hypothetical illustrations, comparisons and complexity of contracts and investment options.
  • Understand the legal perspective on the definition and standards of “materiality;” and the importance of audience/context, substantiating claims, and disclosure; and a successful review process.

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