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Small face amount whole life

Filing requirements

  1. NAIC TransmittalForm, instructions, and Product Code matrices for completing transmittal forms
  2. Instructionsfor the Filing Description on the Transmittal (cover letter)
  3. Certificate of Compliance: Word, PDF
  4. Product standards:
  5. Readability Certification
  6. Actuarial Memorandum (see Product Standards)
  7. Filing Rate changes (include requirements 1, 2, 3, and 7 above)