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:
    • Accelerated Death Benefits: Word, PDF
    • Long Term Care funded by an accelerated death benefit: Word, PDF
    • Disability: Word, PDF
    • Accident & Accidental Death and Dismemberment: Word, PDF
    • Other Riders, Endorsements & Amendment: Word, PDF
  5. Readability Certification