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August 23, 2017

New Policy and Process for Non-Resident Sales

Linda Thomas News

Nationwide and our firm partners have regulatory risk when policies are sold in states that differ from the clients’ state of residence.  To improve the underwriting process and our ability to meet state regulatory requirements, we are introducing a new educational form and updating our policies and procedures for Non-Resident Sale. Learn more. 

The Term Product You’ve Waited For Ready to Use: 40 Client Ready Emails, Posts, Blogs, Texts and Tweets

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