SEC Answers a Comment About Tax Talk in Annuity Ads

Analysis August 14, 2024 at 11:05 AM
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What You Need To Know

  • The SEC recently adopted new registration form rules for RILAs and market-value-adjusted annuities.
  • Officials also talked about how to apply the rule on misleading statements in sales literature.
  • Benji Johnson, a lawyer who used to sell annuities, helped SEC officials think that through.
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