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SILA Agency-Carrier Subgroup (SACS) Meeting
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SACS Subgroup 4th Quarter Meeting Agenda

When: Thursday, November 16, 2017
2:00 PM
Where: United States
Contact: 303-248-0285; Code 3405506#

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4th Quarter 2017 - SACS Subgroup Meeting

:                    Thursday, November 16, 2017

Time:                    2:00 -3:00 PM Eastern

Call Number:       303-248-0285; Code 3405506#  


1.      Welcome –Paul Willis, SACS Co-Chair

2.      SACS Task Group Updates:

·        Commissions - Teresa Padgett

·        Background Investigation - Greg Kirsch

·        Appointment Termination Task Group - Rebecca Fields-Arden

·        Directors & Officers Task Group – Nikki Brown / Julie Ashton

3.      2018 Task Group Plans (Paul Willis)

a.      Appointment Termination Scenarios & Approaches

b.      Best Practices Handbook content review / refresh

c.      Agency-Carrier Contact Resource

4.      Best Practices Handbook Update (Linda Brunette)

5.      NAIC Uniform Application Feedback (Diana Ivey)

6.      SILA Announcements (Diana Capes)

7.      Open Forum Discussion Topics (as time permits) – no minutes taken during this portion of the meeting

·       Looking for information on licensing records retention for a carrier. Has anyone completed a Records Retention Project in their company? We are interested to know the parameters you have used and where the information was found.

·       My company has begun to receive requests from producers to have commissions deposited to a prepaid debit card in lieu of a checking or savings account. Has anyone received similar requests and do you permit commissions to be deposited to a prepaid debit card? If so, has your experience been favorable or have you experienced issued in paying commissions this way? If issues, what type of issues have you experienced?