Filed Under:Annuities, Variable

VA summary prospectus model on its way

Though no target date has been set, the SEC appears to be inching closer to formulating rules for a summary prospectus for variable annuities.

At the Investment Management Institute 2013 conference held last week in New York City, David W. Grim, deputy director, division of investment management, spoke on behalf of Norm Champ, director of the division. Grim’s remarks were later published on the SEC website.

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Nichole Morford

Nichole Morford
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