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Tool Generates Medicare Advantage, Prescription Drug Plan Disclaimers
Free Technology Helps Agents Comply With New CMS Rule for Medicare’s 2024 Annual Election Period
Compliance Updates
NAIC Best Interest Information
The purpose of the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Tra...
SMS Has You Covered for Call Recording This AEP
The Centers for Medicare and Medicaid Services (CMS) recently announced that new call-recording regu...
E&O Insurance Can Protect Professionals' Business and Reputation
Insurance agents and financial professionals have a tough job. They make money by recommending and s...
CMS Clarifies Marketing Reporting Requirement for MA and MA-PD Agents
The Centers for Medicare & Medicaid Service (CMS) recently released new reporting requirements f...
The Latest DOL Fiduciary Advice News
The Latest DOL Fiduciary Advice News Regulators continue to debate the definition of “fiduciary,” ev...
What Annuity Agents Need to Know About the New Best Interest Standard
Annuities are a great way to grow your business and help your clients get the most out of their reti...
What Insurance Agents Need to Know About the CARES Act and Paycheck Protection Program
On April 24, 2020, President Trump signed into law a $484 billion bill that will add more than $320 ...
Why Every Advisor Needs to Know About NY Regulation 187
If you don’t sell annuities and life insurance in New York, you might think New York’s enhanced Regu...
21st Century Cures Act Becomes Law
The 21st Century Cures Act was passed by the House in November and by the Senate in December, and no...
