Two excellent websites for insurance and annuity recordkeeping requirements are:
- The American Council of Life Insurers (www.acli.com)
- National Association of Insurance Commissioners (www.naic.org).
The ACLI has published a number of "Law Surveys" which identify
retention requirements for insurance and annuity products for all 50
states. The NAIC has a model regulation (MDL-910) which many states
have adopted in one form or fashion.
Bruce White, CRM, PMP
Radnor, PA
e-mail: [log in to unmask]
LinkedIn: http://www.linkedin.com/in/bblanco
"Opportunities are usually disguised as hard work,
so most people don't recognize them."
- Ann Landers
On Tue, Aug 18, 2015 at 11:11 AM, Pilar McAdam <[log in to unmask]> wrote:
> I also use the IRCH retention tool. FYI, their insurance module is
> available for a separate fee.
List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance
To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message.
mailto:[log in to unmask]