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INDIVIDUAL AND FAMILY PLANS (IFP) AGENT GUIDE Special Enrollment Periods and Triggering Events Certain life events can trigger a Special Enrollment Period (SEP) and provide your clients an opportunity

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What is ifp agent guide?

IFP Agent Guide is a document providing instructions and guidelines for independent financial professionals.

Who is required to file ifp agent guide?

Independent financial professionals are required to file IFP Agent Guide.

How to fill out ifp agent guide?

IFP Agent Guide can be filled out by providing all required information and following the guidelines provided in the document.

What is the purpose of ifp agent guide?

The purpose of IFP Agent Guide is to ensure that independent financial professionals are compliant with regulations and guidelines.

What information must be reported on ifp agent guide?

IFP Agent Guide must include information about the independent financial professional's clients, transactions, and compliance procedures.

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