Toggle navigation
Already have an account? LOGIN HERE!
Create account and explore here - no cost!
Category:
Standard of Care Center
All
Ad Review (4)
Risk Mitigation (2)
FREE (4)
Product Compliance (2)
General Compliance (2)
50 State Surveys (3)
For Agents (1)
Standard of Care Center (20)
Author:
All
All
Cailie A. Currin, Esq.
Currin Compliance Services
Test
Tom Hartman
Search
Standard of Care Center
SCC: Intro and Sample (FREE)
Available until
Introduction and Free Sample Lesson
Currin Compliance Services
%
COMPLETE
FREE
SCC Membership Bundle - Standard of Care Center
Available until
Monthly Subscription Service
12 Bundle
%
COMPLETE
$950/month
SCC: Document Library
Available until
Documents related to and associated with the Standard of Care Center (fiduciary, best interest, suitability, Reg. 187).
Currin Compliance Services
%
COMPLETE
SCC: Reg 187 Effective Date
Available until
When does NY’s suitability regulation take effect?
Currin Compliance Services
%
COMPLETE
SCC: What are the (Producers') Compensation Rules in Reg 187
Available until
Part 1: Producers
Currin Compliance Services
%
COMPLETE
SCC: What are the (Carriers') Compensation Rules in Reg 187
Available until
Part 2: Carriers
Currin Compliance Services
%
COMPLETE
SCC: Statutory Bases Establishing Producer Conduct Standards
Available until
What are the statutory bases for establishing standards of conducts for insurance producers under Reg 187?
Currin Compliance Services
%
COMPLETE
SCC: Transactions Exempt Under the Regulation
Available until
Transactions that are exempt from the obligations of NY’s Regulation 187
Currin Compliance Services
%
COMPLETE
SCC: Recommendations Defined Under Reg 187
Available until
What it means to make a recommendation under this rule.
Currin Compliance Services
%
COMPLETE
SCC: What Others Are Saying
Available until
InsuranceNewsNet December 2018
Currin Compliance Services
%
COMPLETE
SCC: Annuity Suitability Requirements
Available until
What suitability information must be gathered when a recommendation relates only to an annuity?
Currin Compliance Services
%
COMPLETE
SCC: Preventing Financial Exploitation & Abuse
Available until
A clause in Regulation 187
Currin Compliance Services
%
COMPLETE
SCC: What does Reg 187 say about producer job titles?
Available until
Let's take a closer look!
Currin Compliance Services
%
COMPLETE
SCC: Life Insurance Suitability Requirements
Available until
What suitability info must be gathered for life insurance?
Currin Compliance Services
%
COMPLETE