The state of California has mandated that a new fraud warning statement be added to new policy and current policy servicing forms.
Beginning February 1, 2023, all new business applications, for life and annuity, will require the attached endorsement. This endorsement will automatically be included in ExpertApp and will be available for paper applications on 2/1.
All policy service forms for California will have the updated language incorporated and will have a revision date of 12.22.
If writing a new policy, or servicing an existing policy, beginning on February 1st – please be sure to download the new version of the forms using ExpertForms from the agent portal.
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The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.