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This provides access to documentation and information necessary for Insurance & Retirement Services' (I&RS) customers to implement I&RS products.

Additional Resources

  • FPO


    Centralized sharing, tracking and verifying of producer training completions to manage and comply with NAIC requirements.

  • News

    Check out the latest news about DTCC's PMP service which helps insurance carriers and distributors manage and comply with NAIC producer training requirements.

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  • Legal

    Download the legal information about Producer Management Portal which provides detailed producer training completion information at a low cost.

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