Variable Products & Retirement Planning

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Hawaii CLE
Accreditation Info

United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the United States. The Hawaii State Board of Continuing Legal Education ("HSBCLE") will accept all credits earned from United CLE through reciprocity. To view our full accreditation details please .

All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Presented by FINRA staff and industry practitioners, this CLE course will explain variable and retirement planning productions including how to create a variable product communication with respect to content and performance.

Select topics such as supplemental hypothetical illustrations, comparisons and complexity of investment options and contracts will be addressed as will the importance of audience/context, substantiating claims, and disclosure. A successful review process and an understanding of the legal perspective on the definition and standards of “materiality” will be addressed.

The course will conclude with a discussion of regulatory challenges and Q&A.

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