Confluence
What is the section and page for Exception MGA’s?
Section: Lifepro Coding, Page: Exception MGA’s
What is the definition of a trustee?
The person who is given legal authority to manage the trust’s property
What is the last revision date of the Cost Basis Guide?
5/7/2025
What is the third title header under the Suitability page?
Handling Suitability for an Additional Transfer
What is the third annotated doc under Nationwide forms?
Client Financial Disclosure
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
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
When is the agent’s printed name required on replacement form?
Only for a true replacement
True or False: a PR resident can list only a PO box as the mailing address
True