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https://www.sec.gov/news/press-release/2020-57
Mar 11, 2020 · A summary prospectus is a concise, reader-friendly summary of key facts about the contract. More-detailed information about the variable annuity or variable life insurance contract will be available online, and an investor can choose to have that information delivered in paper or electronic format at no charge.
https://www.sec.gov/rules/final/2009/33-8998.pdf
prospectus. The Commission is also adopting rule amendments that permit a person to 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.
https://www.jdsupra.com/legalnews/sec-proposes-summary-prospectus-rule-84371/
Nov 30, 2018 · SEC Proposes Summary Prospectus Rule for Variable Annuity and Variable Life Insurance Contracts. Diane Ambler, ... this approach would satisfy prospectus delivery obligations if: …
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, …
https://www.investopedia.com/terms/v/variableannuity.asp
Jan 10, 2020 · Variable Annuity: A variable annuity is a type of annuity contract that allows for the accumulation of capital on a tax-deferred basis. As opposed to a fixed annuity that offers a guaranteed ...
http://www.tiaa.org/public/prospectuses
Annuities issued by Teachers Insurance and Annuity Association of America (TIAA), New York, NY. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
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.] § …
http://www.transamerica.com/financial-professional/what-we-offer/products/annuities/prospectus/
IMPORTANT INFORMATION Effective on January 1, 2021, as permitted by regulations adopted by the Securities and Exchange Commission, the insurance company that offers your variable annuity or variable life insurance contract may no longer send you paper copies of the portfolios’ shareholder reports by mail, unless you specifically request paper copies of the reports from the insurance company ...
https://study.com/academy/lesson/delivery-of-prospectus-rules-requirements.html
A prospectus must be given to investors prior to investing in many different situations in the investment industry. This lesson discusses the rules pertaining to delivering prospectuses to investors.
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