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A checklist for agents/brokers to submit sales materials and proposals for insurance policies as required by New York regulation.
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How to fill out ny regulation 60 sales
How to fill out NY Regulation 60 Sales Material Checklist
01
Read the NY Regulation 60 guidelines to understand the requirements.
02
Gather all the sales materials that need to be included in the checklist.
03
Identify the specific categories outlined in the checklist, such as advertising, brochures, or presentations.
04
For each category, ensure that the materials comply with the regulatory standards.
05
Fill in each section of the checklist with details about the materials, including their purpose and target audience.
06
Review the completed checklist for accuracy and completeness before submission.
07
Submit the checklist according to the designated procedure provided in the regulation.
Who needs NY Regulation 60 Sales Material Checklist?
01
Sales and marketing teams within financial services companies.
02
Compliance officers responsible for regulatory adherence.
03
Individual sales representatives using approved sales materials.
04
Any entity or individual promoting financial products or services in New York.
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What is NY Regulation 60 Sales Material Checklist?
NY Regulation 60 Sales Material Checklist is a compliance document required by the New York State Department of Financial Services (DFS) that ensures all sales materials related to the sale of life insurance products meet regulatory standards.
Who is required to file NY Regulation 60 Sales Material Checklist?
Any insurance company or entity selling life insurance products in New York must file the NY Regulation 60 Sales Material Checklist to demonstrate compliance with the state's regulations on sales materials.
How to fill out NY Regulation 60 Sales Material Checklist?
To fill out the NY Regulation 60 Sales Material Checklist, an entity must provide detailed information about the sales materials used, including descriptions, intended audience, and compliance with applicable regulations, along with any required supporting documentation.
What is the purpose of NY Regulation 60 Sales Material Checklist?
The purpose of the NY Regulation 60 Sales Material Checklist is to ensure that all sales materials are truthful, not misleading, and clearly present the terms and conditions of the insurance products being marketed.
What information must be reported on NY Regulation 60 Sales Material Checklist?
The NY Regulation 60 Sales Material Checklist requires reporting information such as the type of sales material, its format, target audience, compliance statements, and any necessary disclosures that must accompany the marketing materials.
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