#General #EducationandTraining #Agency/Carrier
11-25-2026 | 03:00 PM - 04:00 PM ET
Access announcement here #General #Agency/Carrier #RegulatoryUpdates
Below are the SILA Digest charts that have been updated: Agency Licensing Requirements Annuity Suitability Continuing Education Requirements Third Party Administrator Variable Licensing Requirements All the files are available in the Resource Quicklinks area #General
Agent Licensing Requirements Agency Licensing Requirements Continuing Education Requirements FINRA Administered Qualification Examinations Reporting of Administrative and Criminal Actions Securities State Fee Third Party Administrator All the files are available in the Resource Quicklinks area #General #SILADigest
The agenda will cover some of these topics: Introduction to Insurance Licensing, Maintaining a License, Variable Licensing, Licensing Agencies and Legalities
08-24-2026 02:30 PM - 08-25-2026 04:30 PM ET
SILA Associate (SILA-A) Designation Recipients: Kathy Kelley-Smith, AssuredPartners Maggie McDonald, Cline Wood, a Marsh & McLennan Agency Please take a moment to congratulate these members on an achievement well done!
SILA Associate (SILA-A) Designation Recipients: Sal Auricchio, Paychex Agency John Eberhardt, Thrivent Financial Holly Grove, InsCipher Aaron Lafontaine, Vertafore Samantha Zepeda, Merchants Bonding Company Please take a moment to congratulate these members on an achievement well done!
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These charts have been updated: Agency Licensing Requirements QuickGuide Agent Licensing Requirements QuickGuide Annuity Suitability and Best Interest Training QuickGuide Appointment Renewal QuickGuide Continuing Education Requirements QuickGuide Education Provider QuickGuide FINRA Administered Qualification Examinations QuickGuide Individual and Entity License and Appointment Fee QuickGuide Individual License Renewal and Reinstatement QuickGuide Notice of Termination QuickGuide Prelicense Education Requirements QuickGuide Reporting of Administrative and Criminal Actions Securities State Fee QuickGuide To access these charts go to Resources
In this episode, Michelle Morales of Arrowhead General Insurance Agency and Kathleen Harned of Chubb join to share exciting news, about a special activity the Communications Task Force will unveil at the conference
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Attendees will gain actionable approaches to improve monitoring, accountability, and audit readiness to reduce risk and support a stronger compliance posture. #General #Agency/Carrier
07-30-2026 | 03:00 PM - 04:00 PM ET