Confluence
What is the last revision date of the Cost Basis Guide?
5/7/2025
What is the section and page for Exception MGAs?
Section: Lifepro Coding
Page: Exception MGA’s
What is the third bullet point under the Suitability page?
Handling Suitability for an Additional Transfer
What is the second annotated document under Nationwide Forms?
Strategy Selection
What is the fourth bank listed on the Bank Sheet?
Associated Bank
What is the fourth step under Step-by-Step First NIGO Review?
Verify NAIC info is noted and correct
When is the agent's printed name required on the Nationwide replacement form?
Only for a true replacement
True or False: a resident of Puerto Rico is allowed to list only a PO Box as their mailing address.
True
What is the definition of a trustee?
The person who is given legal authority to manage the trust’s property
Agent Jerry Fields is a Regions agent, and he forgot to sign the application. After 1 week, who do we email to notify of the NIGO?
abby@bankannuity.net