DOL Fiduciary Rule
Ann Arbor Annuity Exchange
has the resources, tools, and support to help you align your practice during this time through the full implementation of the rule on July 1, 2019.
Gain access to
Sample/generic PTE 84-24 disclosures and detailed instructions
Consolidated PTE 84-24 resources from our partnering carriers
Avoid disruption to your business. Help ensure proper documentation, and protect your practice.
Take steps to make Ann Arbor Annuity Exchange your trusted source for your practice’s continued growth and success.
You can request the tools and resources we have developed as well as those we make available from our partnering carriers* by filling out the form on this page, or calling Ann Arbor Annuity Exchange at 800.321.3924.
Registered Representatives/Investment Advisor Representatives:
Please check with your financial institution to ensure you understand their requirements for your business beginning June 9, 2017, as some of our available resources may not be applicable.
Do you have additional questions?
The team at Ann Arbor Annuity Exchange is here to help. If you have any questions about the DOL Fiduciary Rule and how to make sure you are protecting your practice, call our office at 800.321.3924.
*Available for insurance-licensed professionals. Ann Arbor Annuity Exchange will contact you to verify your eligibility.
AAAE, its employees and representatives do not give legal advice. Financial Professionals are encouraged to consult with their own legal counsel for specific legal advice and assistance.
AAAE is not affiliated with or endorsed by the Department of Labor or any other government agency.
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