Life

Filing requirements

  1. NAIC Transmittal Form, instructions, and Product Code matrices for completing transmittal forms
  2. Instructions for the Filing Description on the Transmittal (cover letter)
  3. Certificate of Compliance: Word,   PDF
  4. Product standards: Word, PDF
  5. Disclosure samples
  6. Verification of coverage sample

Life settlement - advertisements

  1. Certificate of Compliance: Word,   PDF
  2. Product standards: Word, PDF  (pages 9-14)
  3. Self addressed envelope for return of approval. (mail or email only)
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