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NAIC Best Interest Insurance Producer Requirements Checklist

In February 2020, the NAIC approved revisions to its long-standing Suitability in Annuity Transaction Model Regulation (“Model Regulation”). The revised regulation aligns with the SEC’s Regulation Best Interest (“Reg BI”) and requires insurance producers and carriers to act in the best interest of the consumer without putting their financial interests ahead of the consumer’s when recommending an annuity product.

NAIC Best Interest Frequently Asked Questions (FAQ)s

The National Association of Insurance Commissioners (NAIC) developed this FAQ document as a way to address those questions that are likely to arise regarding Model #275. No provision of this FAQ document is intended to supersede the specific language of Model #275. It is not intended to expand the content of the model regulation, but is designed to provide interpretive guidance regarding certain aspects of its provisions.

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Agent Websites

Set up custom web solutions at a minimal cost. Sites are designed for insurance agents and financial advisors by web professionals who understand your business.1

Medicare BackOffice®

Just because you don't write Medicare, doesn't mean your clients don't need help with their health insurance in retirement. Partnering with Medicare BackOffice allows you to refer this business to a team of Medicare specialists who will help your client with their Medicare needs, leaving you to remain their go-to source for retirement advice and planning. 
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Discounted E&O Insurance

Our group E&O program offers the lowest rates we've seen for non-captive agents. Protect your business with this value-added program from SMS. 10 Reasons to Get Your E&O Through SMS


Dedicated Marketing Consultant

Your marketing consultant is like a business partner you don’t have to share profits with. They’ll help you with everything from product recommendations to polishing your sales presentation.
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Online Forms Library

Our searchable forms library includes the ability to send pre-filled forms to your clients.
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Contracting Support

Our contracting team is here to support you in getting contracted and appointed with our carriers. Our online contracting solution means you don't have to deal with long paper contracts if you don't want to.
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Training Events

We provide many training events to help you stay up-to-date on the latest sales concepts, trends, and carrier and product information.
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CE Discounts

SMS has teamed with WebCE® and® to bring you convenient online continuing education and licensing exam prep materials. Get high-quality content from industry experts at an unbeatable price.1
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