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https://www.sec.gov/news/press-release/2020-57
Mar 11, 2020 · The new rule permits variable annuity and variable life insurance contracts to use a summary prospectus to provide disclosures to investors. A summary prospectus is a concise, reader-friendly summary of key facts about the contract.
https://www.sec.gov/rules/proposed/2018/33-10569.pdf
delivery obligations under the Securities Act of 1933 for a variable annuity or variable life insurance contract by sending or giving a summary prospectus to investors and making the statutory prospectus available online.
https://www.sec.gov/news/press-release/2018-246
Oct 30, 2018 · The proposed rule would permit a person to satisfy its prospectus delivery obligations under the Securities Act for a variable contract by sending or giving a summary prospectus to investors and making the statutory prospectus available online.
https://www.finra.org/rules-guidance/key-topics/variable-annuities
May 08, 2018 · Deferred variable annuities are hybrid investments containing securities and insurance features. Their sales are regulated both by FINRA and the Securities and Exchange Commission (SEC). These annuities offer investors choices among a number of complex contract features and options. Due to the complexity and confusion surrounding them, which can lead to questionable sales practices, variable ...
https://www.morganlewis.com/-/media/files/docs/archive/glazer-publication_5810pdf.ashx
Chapter 4 Prospectus Disclosure and Delivery Requirements Michael Glazer Partner, Bingham McCutchen LLP [Chapter 4 is current as of April 1, 2010.] § 4:1 Federal and State Registration Requirements
https://www.annuities.prudential.com/investor/invprospectus
If the prospectus for your annuity product is not available on this website, please refer to the prospectus or letter that was mailed to you via U.S Postal Service on or about 05/01/2019. To obtain another copy, you may contact the Annuities Service Center at 1-888-778-2888 or email us at [email protected].
https://www.investopedia.com/terms/v/variableannuity.asp
Jan 10, 2020 · A variable annuity is a type of annuity contract, the value of which can vary based on the performance of an underlying portfolio of mutual funds.Variable annuities differ from fixed annuities ...
https://www.sec.gov/rules/final/2009/33-8998.pdf
satisfy its mutual fund prospectus delivery obligations under Section 5(b)(2) of the Securities Act by sending or giving the key information directly to investors in the form of a summary prospectus and providing the statutory prospectus on an Internet Web site. Upon an investor’s request, mutual funds are also required to send the statutory
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