Conversation documentation guideline
By Margie BarrieQ. Should I be documenting conversations with my clients and prospects to protect myself against future lawsuits? And if yes, what guidelines can you provide? A. Here's a scenario that agents should anticipate: The lawsuit filed against the agent
December 31, 2006
NAIC Consumer Rep: Agents Are Critical To LTCI SalesThe importance of the agent in selling long term care and the "critical" importance of producer training were two points raised during discussions of long ...
December 31, 2006
Idaho LTC Partnership Sets Inflation Shield StandardsGem State officials are wondering whether options that let long term care insurance policyholders buy more coverage are equivalent to policy provisions that automatically increase ...
December 27, 2006
Idaho LTC Partnership Sets Inflation Shield StandardsGem State officials are wondering whether options that let long term care insurance policyholders buy more coverage are equivalent to policy provisions that automatically increase ...
December 27, 2006
Idaho LTC Partnership Sets Inflation Shield StandardsGem State officials are wondering whether options that let long term care insurance policyholders buy more coverage are equivalent to policy provisions that automatically increase ...
December 18, 2006
Fed Agency Offers LTC GuidanceThe U.S. Dept. of Health and Human Services has introduced a new Web site to provide Americans with information to help them plan for long ...
December 17, 2006
NAIC Adopts Several ModelsThe National Association of Insurance Commissioners has adopted model acts and regulations ranging from long term care coverage to treatment of hybrid securities. The adoption ...
December 17, 2006
NAIC Adopts Several ModelsThe National Association of Insurance Commissioners has adopted model acts and regulations ranging from long term care coverage to treatment of hybrid securities. The adoption ...
