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eBulletin: July 25, 2017
Submitted by Krishan on July 25, 2017 - 9:13am
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  1. Insurability questions simplified on NBN web apps
  1.  
    • Fewer questions asked
    • Better choices for answer options for ease of completion
    • Simple language and use of common medical terms

  

 

  1. Compensation being overstated on some UL sales illustrations
    • Universal life insurance sales illustrations with annually increasing to age 85 cost of insurance show inaccurate year 1 compensation
    • Only affects situations where the first year payment is less than target premium

 

  1. Revised dates for client ID requirements
    • The deadline to accept non-photo client IDs has been extended to Jan. 22, 2018

 

  1. Updated compliance program templates
    • Updated AML and privacy compliance program templates and training videos are available to guide you in completing your program
    • Earn three CE credits by watching the training videos and answering the skill testing questions

 

  1. Wealth Management Operations Update
    • Information and changes that are essential to your daily business processing
    • Important reminders that help support your wealth management operations

 
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