February 6, 2020

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Underwriting guidelines update: January 2020 Changes include relaxed exam requirement for some 71+applicants. Field UW Guide   See our updated UW sweet spots Our revised Highlights guide includes marijuana criteria updated in December. View flyer

Million Dollar Round Table 2020 certifications If you qualify for MDRT, a certifying form will be uploaded to your profile in Connext this month. Bulletin below is updated with instructions. Bulletin 20-003   Assigned commissions and tax reporting guide IRS Forms 1099 have been sent out for tax year 2019. Our new guide details how commission assignments may impact tax reporting. View guide

New guide has tips for pending business Our new flyer provides pointers and best practices to keep your cases flowing smoothly. View flyer   Important information for insureds in Puerto Rico Temporary suspensions are in effect on time-sensitive provision requirements to support customers affected by recent earthquakes. Bulletin 20-006

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