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Whole 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
  5. Readability Certification
  6. Acturial Memorandum (see Requirements for Rates on Product Standards)