Latest News
Nebraska – Annuity Training Requirements Q&A
The Nebraska Department of Insurance has issued Bulletin CB-128 (Amended) to respond to inquiries they
Reminder Regarding the Use of Gifts and Rebates
As a reminder, if you are offering gifts and rebates as an inducement to purchase
Montana – New Annuity Training Requirements
Effective October 1, 2021, the Montana Legislature passed Senate Bill 363, amending the Montana Suitability
Important Reminders About Client Email Addresses
When completing applications, be sure to fill in your client’s email address. Using your email
Client Requests for Policy Cancellation
If you receive a request from your client to free look or cancel a policy,
NIW/Kai-Zen: National Life Cap Change Alert for Tranche 42
Tranche 42 will be the last tranche that will be funded in 2021. So, if
Position Yourself for Your Clients’ Retirement Goals
For six quarters running, more independent agents have chosen the IncomeShield 10 for their income-focused clients
Underwriting Changes – Foreign Nationals Effective 10/25/21
As a part of our continued commitment to enhance our underwriting practices through research and
Online Part 2 Enhancements Effective 10/23/21
North American is excited to share new enhancements to our Online Part 2 process, available
Updates to Attending Physician Statement (APS) Ordering Guidelines
North American is pleased to announce we have updated our APS ordering guidelines. Many of