Beginning February 1, 2020, New York's Suitability and Best Interests in Life Insurance and Annuity Transactions (Regulation
187) will apply to all life and annuity sales in the state.
With today's update, SureLC supports this requirement by adding the "NY Reg 187" form type to the Scan tab.
Starting today, all Contract, Add State, or Transfer workflows which are processed in SureLC for the state of New York will include the NY Reg 187 form, if it is present in the producer's personal documents.
If you have any questions, please contact our Support Team. We will be happy to assist you!
