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Agent Contracting
Table Shaving and Upgrade Programs (PDF document. 11.2K)
Life Settlements
State of Hawaii Department of Insurance
Getting Your Client Insured:
Carrier Presentation Library
Senate Bill 620 / Make Sure You Are In Compliance:
California has enacted a broad new set of requirements, most of which are effective as of January 1, 2004, that impact life, annuity, long term care, and/or disability product advertising, sales or lead generation geared to seniors, age 60 or 65 and older, depending upon the specific activity. To view a summary of requirements in regards to sales presentation, advertisements, commissions, medi-cal eligibility and policy disclosure for variable products, click here. To review Senate Bill No. 620 in its entirety, click here.
Do Not Call Law:
As you know, the FTC and FCC have each issued regulations allowing consumers to register their telephone numbers on a national Do Not Call list. The regulations prohibit insurers from calling phone numbers on the national list. If consumers do receive a call, they can file a complaint that could result in fines. Our partners at Mutual Of Omaha have compiled a FAQ document which details issues related to the restrictions, as well as what you can do to be in compliance. Take the time to click the link below, and review the document. As you will see, charges vary based on the volume of calls you make – assuming an average calling time of 1 minute, 500 calls a month would cost about $35 – but, hey, compliance is priceless, is it not? If you are interested in getting more information, or signing up for the service Mutual Of Omaha makes available to you, please call the 800# listed on the bottom of the last page of the document.
- Do Not Call Law Questions and Answers
Think About It:
Leimberg's, Think About It, is a very popular and very informative, monthly newsletter intended for insurance agents and financial planners interested in current legislation, cases, rulings, and other developments impacting on life insurance and other key tools of estate planning. The Activator is a special compilation of important issues we provide to you, courtesy of the great people at Prudential, in PDF format. You will be made aware of the availability of new issues of The Activator, by your CPS Sales Rep.
Policy Holder Service:
CE Credits:
Your search for high-quality, cost-effective, and convenient continuing education has brought you to the right place. CPS, NAILBA and LOMA have partnered to offer you the best selection in industry e-learning options. Better yet, you will receive a 15% discount off each LOMALearn purchase.Click here for more information.
LIFE Organization:
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