The topic of “disclosure” has been front-and-centre in the industry for a while now. Here’s a summary of the recommendations for advisor and product disclosure that you might find helpful.

When a consumer is considering the purchase of a life or health insurance product, it is important that they have clear information about:

  • the product and how it meets their current/identified needs
  • the company offering the product
  • you (the advisor) and your business relationship with the company.