There are big challenges related to doing this, but it ensures applications are processed quicker and could also help advisors identify sales opportunities
Mike Lewis and Heather Saxon replace Darlys Corbitt and Alan Bett, respectively, as their organizations’ representatives
Corbitt, who takes over from the retiring Julie Parrott, will be making the transition into her new role over the next few months
Bobbisue Edmondson of Hub Financial and Al Knight of Edward Jones join the not-for-profit’s executive committee
Parrott is leaving her position as the organization’s executive director after 18 years on the job. She will be staying on until the end of the year to assist recruiting a successor
Challenges remain in the quest to create standardized data feeds for insurance applications and in-force policies
Up-to-date information seen as key for MGA compliance
The next step is to establish data feeds that provide standardized information on in-force insurance policie
Major insurers implementing recommendations on pending insurance policies
CLIEDIS's eData project may not get off the ground