Operations

Records Retention

FAQs & HELPFUL TOOLS. LAWS, REGULATIONS & LEGAL OPINIONS.

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Rebating & Discrimination

Note Effective August 1, 2012, Ins. Law Section 2324 changed to eliminate the requirement that the “valuable consideration” have the agent’s advertisement “conspicuously stamped” on the article. Also, the maximum permissible…

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Producer Compensation Disclosure

How to comply with New York’s regulation on mandatory disclosure to clients about how an insurance producer is compensated.

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Privacy

Information about federal and New York laws and regulations for protecting your insureds’ privacy.

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MVRs

​The rules about obtaining and sharing a person’s motor vehicle records, and who to get them from.​

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Life Insurance & Annuities Best Practices

Expansion of New York Regulation 187 to Affect Life Insurance Sales Starting on February 1, 2020, New York licensed life insurance producers must meet a “best interest” standard when making…

Life insurance policy document

Governmental Insurance Disclosure

Why is this important? If you are a New York licensed insurance agent, broker, adjuster, consultant or intermediary who received or shared in compensation for insurance services/coverages for a governmental…

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Cybersecurity

The NYS Department of Financial Services (DFS) has cybersecurity rules that every agency and individual must follow. Failure to do so may result in fines. We understand that compliance can be challenging, so we’ve compiled…

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