Partnership Updates

Revised ‘Producer of Record’ (POR) letter

We have made a minor change to the POR letter. At times the signature is illegible, and our CSS’s are unable to read the owners name.  The new revision adds a line after the existing signature to also print their name.  Please update your documents to have the new POR letter on file.  This new form, approved by the Montana State Auditor’s Office, will replace the old form which will no longer be in use.

Please download the new POR Letter and save it for your records. You can also access the letter on our agent portal under documents and forms.

Thank you for your understanding. If you have any questions, please contact your Marketing Department.