Wisconsin Annuity License

State Specific Annuity Suitability Requirements
State‐Specific Annuity Suitability Requirements ‐ Resident agents with a license issued on or after 4/1/2010 must complete a 4 hour Annuity Certification Course before selling Wisconsin NAIC Suitability Model Regulation Effective 5/1/2011 ... Retrieve Content

Class Schedules
Annuity contract or represent an insurer in relation to an annuity CE courses. WI: All intermediaries holding a Wisconsin insurance license in any of the major lines of life, accident and health, property, casualty, personal lines P&C, or in the limited line of automobile must ... Get Document

VOIP Business Solutions: Office Phone, Key Phone, IP PBX VOIP ...
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Course Catalog Wisconsin Insurance Continuing Education
Resident Requirements All intermediaries holding a Wisconsin insurance license in any of the major lines of life, accident and health, property, casualty, ... View Doc

NAIC Annuity Suitability Requirements By State
State Annuity CE Required NAIC Annuity Suitability Requirements by State Alabama Alaska 10/16/2011 TBD If you obtained a life insurance license prior to Wisconsin 5/1/2011* xx x Producers holding a life line of authority on ... Retrieve Document

Insurance Grace Period - About.com Personal Insurance
Worried about not being able to pay your car insurance payment or life insurance payment? Before you cancel your policies, don't forget to find out when your grace period is. ... Read Article

S. 628.04(2), Wis. Stat. - Wisconsin Legislative Documents
2011−12 Wisconsin Statutes updated though 2013 Wis. Act 56 and all Supreme Court Orders entered before November 11, 628.347 Suitability in annuity transactions. license under s. 628.04 or 628.09, ... Doc Retrieval

WISCONSIN DEPARTMENT OF REGULATION & LICENSING
Milwaukee, Wisconsin (license # 1271; hereinafter referred to aa respondent funeral home). 3. Respondent was approached by an Indiana Insurance agency called Pre-Need annuity contracts in which the insurer agreed to pay for the incidents of ... Retrieve Content

NAIC Suitability In Annuity Transactions Model Regulation
1 NAIC Suitability in Annuity Transactions Model Regulation Effective date State in which you hold insurance license State approved continuing education ... Document Viewer

State Citation Effective Date Existing Agent Training Deadline
Iowa and Wisconsin Adoptions of the NAIC Model Suitability Rule one-time requirement and is not a condition of license renewal. In addition, the Rule requires agents to complete Annuity applications solicited by the agent must be dated at least one day after the completion date of the ... Retrieve Doc

State Of Wisconsin OFFICE OF THE COMMISSIONER OF INSURANCE
To submit quarterly reports to OCI regarding the suitability of his annuity sales for one year, to attend state of Wisconsin on an insurance license application. -more- Page 3 OCI Press Release: Administrative Actions October 7, 2008 ... Get Document

Notice Of Replacement Of Life Insurance Or Annuities
Important Notice Required by Wisconsin Insurance Law: The insurance or annuity I(we) intend to purchase from Standard Insurance Company may replace or alter existing life insurance policy(ies) BROKER NAME PHONE LICENSE NUMBER ... Access Document

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Index To Wisconsin Tax Bulletin, Prior Issues Through April 2013
Wisconsin Tax Bulletin Index – Issues 1 - 179 1 Index to Wisconsin Tax Bulletin, Prior Issues Through April 2013 . This index will help you locate reference materials and court case summaries contained in prior issues of the ... Retrieve Here

Line Of Authority Requirements1 For Producers Soliciting ...
Line of Authority Requirements1 for Producers Soliciting Unregistered Group Variable Annuities State Life License Variable License Alabama X X ... Access This Document

STATE OF WISCONSIN Department Of Employee Trust Funds
STATE OF WISCONSIN Department of Employee Trust Funds Eric O. Stanchfield SECRETARY 801 W Badger Road Analysis of Changes to Annuity and Single Sum Benefits Internal Audit coordinated a June 2002 test and assisted in securing a license of an on-line locator ... Retrieve Content

Understanding Fee Based Annuities Shurwest Financial Group ...
This is only one of the many unique features available through the fixed index annuity products License. Standard YouTube License Show more . Show less 6:01 Treating Sleep Apnea, with Dr. Mark Paschen, Orthodontist in Baraboo and Mauston, Wisconsin by Sequence Media ... View Video

State Specific Annuity Suitability Requirements
Annuity CE course during each 2‐year license term to continue selling annuities. ‐ This requirement applies to resident and non‐resident producers. Colorado NAIC Wisconsin New Requirement: Annuity Training Requirement Effective 5/1/2011: ... Doc Viewer

CUNA Mutual Group - Wikipedia, The Free Encyclopedia
Companies based in Madison, Wisconsin; Companies established in 1935; Credit unions of the United States; Insurance companies of the United States; Text is available under the Creative Commons Attribution-ShareAlike License; additional terms may apply. By using this site, ... Read Article

Annuity Suitability Training Requirements By State
Annuity Suitability Training Requirements by State Check the chart below to see what Annuity Suitability Training is required in the state(s) you write business. ... Retrieve Content

Annuity Training Requirements - Security Benefit
Annuity Training Requirements Before a financial professional can solicit business for an annuity (fixed indexed, fixed or variable) they may ... Access Document

WISCONSIN DEPARTMENT OF REGULATION & LICENSING
Respondent Daniel K. Mojica is a real estate salesperson licensed in the state of Wisconsin, under license number 27998, originally granted on February 11,1988. 2. couple into cashing in their annuity policies by representing that he would reinvest the proceeds ... Visit Document

Wisconsin Administrative Register
Wisconsin Administrative Register No. 570 Publication Date: June 14, 2003 End−user license and subscription order annuity division, that portion of the annuity will be markedly reduced. ... Access Content

CORRESPONDENCE MEMORANDUM
Wisconsin Retirement Board Teachers Retirement Board Group Insurance Board FROM: Audrey Koehn, department in the form of a photocopy of the physician’s medical license or through annuity applicant whose application was cancelled under s. 40.63 (8) (g) ... Return Doc

State Of Wisconsin - Employee Trust Funds - Employee Trust ...
LTDI benefits may be reduced upon receipt of, or eligibility for, certain Wisconsin Retirement System annuity or lump sum benefits. The LTDI Program is administered by a Third Party Administrator. Duty Disability Benefits (§ 40.65 and § ETF 52) ... Retrieve Content