Skip to main content

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

Public Documents

View All

Feb 08, 2016 Account Product Detail by Holding Company - Active Carriers Acrobat .pdf

Feb 08, 2016 Account Product Detail by Holding Company - Active Distributors Acrobat .pdf

Feb 06, 2009 The Fee Calculator worksheets can help to determine estimated costs. (31KB) MS-Excel .xls

Additional Resources

  • FPO

    PMP

    Centralized sharing, tracking and verifying of producer training completions to manage and comply with NAIC requirements. Learn more about Producer Management Portal.

    Overview
  • 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.

    Read More
  • Legal

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

    Read More
dtccdotcom