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Exam term

Recommendation

A statement or act that the consumer could reasonably read as advice and that results, or is intended to result, in entering into or refraining from a transaction. General factual information, advertisements and education are not recommendations.

Lessons that use this term

  • New York best interest standard for life and annuity sales (Reg 187) and senior-specific designations (Reg 199) New York

Exam prep

  • Insurance
  • Real Estate
  • SAFE MLO
  • SIE

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