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Annuities Meetings Face Tough Guidelines

The rules that govern annuities meetings aren’t new, but they’re being enforced more strictly than ever. During a discussion about National Association of Securities Dealers regulations at the Northeast chapter meeting of the Insurance Conference Planners Association, held at The Sagamore, Bolton Landing, New York, in early January, planners were warned that non-compliance with NASD meeting guidelines could put their companies on the hot seat.

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