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- Fewer questions asked
- Better choices for answer options for ease of completion
- Simple language and use of common medical terms
- 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
- Revised dates for client ID requirements
- The deadline to accept non-photo client IDs has been extended to Jan. 22, 2018
- 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
- Wealth Management Operations Update
- Information and changes that are essential to your daily business processing
- Important reminders that help support your wealth management operations