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Know Your Customer Requirements around the BSA
Insurance agents and brokers must comply with the Bank Secrecy ACT/Anti-Money Laundering program as part of Know Your Customer "KYC" laws. Read More.
Pacific Life is #1!
Based on several key factors such as price, policies, coverage, riders, the application process, the company’s financial strength, and customer satisfaction. Read More.
Sales Practice Reminders
Future goals must be carefully considered when making product recommendations. Make sure you understand and review with the customer all the benefits of the policy you are offering. Read More.
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