Advertising gifts not to exceed $25 are allowed to be given by an agent to a prospective client.
An agent is allowed to present advertising gifts to a potential purchaser, supplied they do not exceed $25. An agent needs to reveal the viable tax results of replacing or replacing a current annuity or life coverage.
Income prospecting and marketing items are promotional items that might be given with the hopes that they'll inspire recipients to come to be customers, clients, or companions of your emblem. A wonderful branded present has the power to be used on a consistent foundation with the aid of the recipient.
Sellers can also deliver a gift or article of merchandise, for the functions of advertising, to an insured or prospective insured so long as its cost isn't always greater than $25. Gift playing cards or gift certificates are not taken into consideration as articles of merchandise and constitute an advertising violation.
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