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X-WR-CALDESC:Events for Producers XL
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DTSTART;TZID=UTC:20221001T000000
DTEND;TZID=UTC:20230408T000000
DTSTAMP:20260506T084006
CREATED:20220916T164819Z
LAST-MODIFIED:20220916T170814Z
UID:12401-1664582400-1680912000@www.producersxl.com
SUMMARY:NAIC Model Regulation 275 requires sales process changes
DESCRIPTION:Attention New Mexico\, Wisconsin\, and Maryland producers\n  \nNAIC Model Regulation 275 requires sales process changes \n  \nIn New Mexico and Wisconsin: \nEFFECTIVE DATE: Oct. 1\, 2022 and TRAINING REQUIRED BY: Apr. 1\, 2023 \n  \nIn Maryland: \nEFFECTIVE DATE: Oct. 8\, 2022 and TRAINING REQUIRED BY: Apr. 8\, 2023 \n  \nFor all new business written in New Mexico\, Wisconsin\, and Maryland\, a new annuity standard of care rule becomes effective on the dates listed above. This new “best interest” standard\, which replaces the old suitability standard\, includes several substantive changes to both producer obligations and supervising insurer obligations. These changes will impact the sales process – including new point-of-sale form requirements\, producer disclosures\, and documentation obligations. \n  \nWe’ve developed a Compliance Blueprint to help you understand your new obligations and summarize the new business requirements. Included with the Compliance Blueprint is the Doing Business With North American Blueprint. This Doing Business Blueprint is intended to be a “cheat sheet” of sorts for you to refer back to as you are getting comfortable with your new compliance obligations. Get these valuable resources now. \n  \n\nMicrosite \n  \nOur microsite offers resources you’ll need to navigate the new regulation. \n  \nResources \n  \nFind training resources through RegEd. \nTo avoid delays in your business\, complete training by the dates below and send us certification that you’ve taken training. \nNew Mexico\, Wisconsin: complete training before Apr. 1\, 2023 \nMaryland: complete training before Apr. 8\, 2023 \n  \nUse secure document upload\, the quickest\, easiest way to get us your certification. \n\n  \nRequired forms (also found on our microsite) \nNEW in New Mexico\, Wisconsin\, and Maryland – Best Interest Attestation Form \nNEW in New Mexico\, Wisconsin\, and Maryland – Producer Disclosure Form \nConsumer Profile Form \nComparison and Disclosure Form \n(No change to the current AR\, FL\, NV comparison forms) \n  \nQuestions? Call Sales Support at 866-322-7066. \nNorthAmericanCompany.com \n  \nFOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. \n  \nSammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance®.  Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n35375Z-TR-HTML | PRT 9-22 \n 
URL:https://www.producersxl.com/event/naic-model-regulation-275-requires-sales-process-changes/
CATEGORIES:All Events,Annuity
ATTACH;FMTTYPE=image/jpeg:https://www.producersxl.com/wp-content/uploads/Model-Reg-requirements-in-NM-WI-MD.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220101
DTEND;VALUE=DATE:20220102
DTSTAMP:20260506T084006
CREATED:20220215T091522Z
LAST-MODIFIED:20220916T145433Z
UID:10973-1640995200-1641081599@www.producersxl.com
SUMMARY:Sample Annuity Event
DESCRIPTION:Lorem ipsum dolor sit amet\, consectetur adipiscing elit. Lorem ipsum dolor sit amet\, consectetur adipiscing elit. \n\n\n                    \n                        \n                        \n                    \n\n        \n        Attention New Mexico\, Wisconsin\, and Maryland producers\n  \nNAIC Model Regulation 275 requires sales process changes \n  \nIn New Mexico and Wisconsin: \nEFFECTIVE DATE: Oct. 1\, 2022 and TRAINING REQUIRED BY: Apr. 1\, 2023 \n  \nIn Maryland: \nEFFECTIVE DATE: Oct. 8\, 2022 and TRAINING REQUIRED BY: Apr. 8\, 2023 \n  \nFor all new business written in New Mexico\, Wisconsin\, and Maryland\, a new annuity standard of care rule becomes effective on the dates listed above. This new “best interest” standard\, which replaces the old suitability standard\, includes several substantive changes to both producer obligations and supervising insurer obligations. These changes will impact the sales process – including new point-of-sale form requirements\, producer disclosures\, and documentation obligations. \n  \nWe’ve developed a Compliance Blueprint to help you understand your new obligations and summarize the new business requirements. Included with the Compliance Blueprint is the Doing Business With North American Blueprint. This Doing Business Blueprint is intended to be a “cheat sheet” of sorts for you to refer back to as you are getting comfortable with your new compliance obligations. Get these valuable resources now. \n  \n\nMicrosite \n  \nOur microsite offers resources you’ll need to navigate the new regulation. \n  \nResources \n  \nFind training resources through RegEd. \nTo avoid delays in your business\, complete training by the dates below and send us certification that you’ve taken training. \nNew Mexico\, Wisconsin: complete training before Apr. 1\, 2023 \nMaryland: complete training before Apr. 8\, 2023 \n  \nUse secure document upload\, the quickest\, easiest way to get us your certification. \n\n  \nRequired forms (also found on our microsite) \nNEW in New Mexico\, Wisconsin\, and Maryland – Best Interest Attestation Form \nNEW in New Mexico\, Wisconsin\, and Maryland – Producer Disclosure Form \nConsumer Profile Form \nComparison and Disclosure Form \n(No change to the current AR\, FL\, NV comparison forms) \n  \nQuestions? Call Sales Support at 866-322-7066. \nNorthAmericanCompany.com \n  \nFOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. \n  \nSammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance®.  Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n35375Z-TR-HTML | PRT 9-22 \n 
URL:https://www.producersxl.com/event/sample-annuity-event-2/
CATEGORIES:All Events,Annuity
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220101
DTEND;VALUE=DATE:20220102
DTSTAMP:20260506T084006
CREATED:20220207T161222Z
LAST-MODIFIED:20220315T163004Z
UID:10681-1640995200-1641081599@www.producersxl.com
SUMMARY:Sample Annuity Event
DESCRIPTION:Lorem ipsum dolor sit amet\, consectetur adipiscing elit. Lorem ipsum dolor sit amet\, consectetur adipiscing elit. \n\n\n                    \n                        \n                        \n                    \n\n        \n        Attention New Mexico\, Wisconsin\, and Maryland producers\n  \nNAIC Model Regulation 275 requires sales process changes \n  \nIn New Mexico and Wisconsin: \nEFFECTIVE DATE: Oct. 1\, 2022 and TRAINING REQUIRED BY: Apr. 1\, 2023 \n  \nIn Maryland: \nEFFECTIVE DATE: Oct. 8\, 2022 and TRAINING REQUIRED BY: Apr. 8\, 2023 \n  \nFor all new business written in New Mexico\, Wisconsin\, and Maryland\, a new annuity standard of care rule becomes effective on the dates listed above. This new “best interest” standard\, which replaces the old suitability standard\, includes several substantive changes to both producer obligations and supervising insurer obligations. These changes will impact the sales process – including new point-of-sale form requirements\, producer disclosures\, and documentation obligations. \n  \nWe’ve developed a Compliance Blueprint to help you understand your new obligations and summarize the new business requirements. Included with the Compliance Blueprint is the Doing Business With North American Blueprint. This Doing Business Blueprint is intended to be a “cheat sheet” of sorts for you to refer back to as you are getting comfortable with your new compliance obligations. Get these valuable resources now. \n  \n\nMicrosite \n  \nOur microsite offers resources you’ll need to navigate the new regulation. \n  \nResources \n  \nFind training resources through RegEd. \nTo avoid delays in your business\, complete training by the dates below and send us certification that you’ve taken training. \nNew Mexico\, Wisconsin: complete training before Apr. 1\, 2023 \nMaryland: complete training before Apr. 8\, 2023 \n  \nUse secure document upload\, the quickest\, easiest way to get us your certification. \n\n  \nRequired forms (also found on our microsite) \nNEW in New Mexico\, Wisconsin\, and Maryland – Best Interest Attestation Form \nNEW in New Mexico\, Wisconsin\, and Maryland – Producer Disclosure Form \nConsumer Profile Form \nComparison and Disclosure Form \n(No change to the current AR\, FL\, NV comparison forms) \n  \nQuestions? Call Sales Support at 866-322-7066. \nNorthAmericanCompany.com \n  \nFOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. \n  \nSammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance®.  Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n35375Z-TR-HTML | PRT 9-22 \n 
URL:https://www.producersxl.com/event/sample-annuity-event/
CATEGORIES:All Events,Annuity
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