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Your Life Insurance Illustrations Must Contain The Following Minimum Information
Life insurance illustrations are a key part of the life insurance sales process. They must accurately reflect the information and features of the policy being sold in order to create a compelling vision for the customer. This post will outline the minimum information that life insurance illustrations must contain in order to be compliant with the New York State Department of Financial Services (DFS) regulations.
1. The Facts of Life
Unless you want your potential customers to walk away from...
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