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​Frequently Asked Questions for Producers in Pennsylvania Regarding Annuity Suitability

On December 22, the Governor signed into law Senate Bill 772 that amends Pennsylvania's Suitability of Annuity Transaction Law.  The bill requires producers to put the needs of their clients first and to act in the client's best interest when recommending an annuity product. This law, known as Act 99 of 2021, will go into effect June 20, 2022, and this is what you need to know:



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