Quick Poll Archive Page

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Date Question
05/19/2017 What authentication practices do you have in place when providing Beneficiary Changes through customer service over the phone (check all those that apply)?
 
 
05/19/2017 What authentication practices do you have in place when providing Ownership Changes through customer service over the phone (check all those that apply)?
   
05/19/2017 What authentication practices do you have in place when providing Partial Surrenders through customer service over the phone (check all those that apply)?
   
05/19/2017 What authentication practices do you have in place when providing Loans/Withdrawals through customer service over the phone (check all those that apply)?
   
05/19/2017 When requested, will you provide the caller a policy/contract number over the phone or do you mail to address of record?
   
1/6/2017 Is your compliance department/function centralized (physical location)?
   
1/6/2017 If no, do decentralized resources report up through (mark all those that apply):
   
1/6/2017 Do you have a separate dedicated unit that performs testing on business unit compliance policies and processes?
   

 


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