SCC: Recommendations Defined Under Reg 187

What it means to make a recommendation under this rule.

One of the key triggers to many of the obligations in Regulation 187 is when a producer makes a recommendation to a client to initiate a sales or in-force transaction.In this lesson we will discuss what it means to make a recommendation under this rule.

THIS LESSON IS PART OF THE SCC MEMBERSHIP BUNDLE.

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Contents


  Recommendation Defined Under Reg 187
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