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SMS Technology Platform Comparison

SMS Technology Platform Comparison

LTC Case Development Worksheet

LTC Case Development Worksheet including a Health Conditions and Medications explanation and Medical Screening Questionnaire.

LTC Planning Process Interview 1

LTC Planning Process 1st Interview Document

Data Security Resources Cheat Sheet

Data Security Resources Cheat Sheet

NAIC Best Interest News and Updates

Latest information on the NAIC Best Interest news and updates can be found here.

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.