An In-Office Savings Plan can easily resemble an insurance plan if it is implemented INCORRECTLY. If your savings plan is presented like an insurance plan, the Insurance Commission will probably treat it like one. We guide you through the process of defining your savings plan and make sure it is clear that your plan IS NOT INSURANCE. It is widely agreed that In-Office Savings Plans are not insurance and therefore do not fall under the regulatory role of a state insurance department.
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