Insurance companies are now required to implement Anti-Money Laundering (AML) programs based on new Treasury regulations. Together with our national association NAILBA, Underwriters Brokerage Service is offering a program to meet this requirement for multiple carriers at no cost to you. Below are 2 links; the first provides a very brief tutorial (about 4 minutes) regarding AML training, while the second is a direct link to the training program itself. You should plan on roughly 45 minutes to complete the course.
Once into the program, be sure to select Underwriters Brokerage Service as the NAILBA member agency, and then select all of the listed life insurance companies for which you are currently licensed. Upon completion, the various carriers will be notified directly. Be aware that a completion certificate is not provided, so please note the date and time you completed the course in the event this is required for future reference.
We appreciate your business and we’ve worked hard to enable you to fulfill this requirement as conveniently as possible.
A LIFEMARK PARTNER