Producer Licensing Uniformity (D) Working Group

2024 Adopted Charges

The Producer Licensing Uniformity (D) Working Group will:

Work closely with state producer licensing directors and exam vendors to ensure that: 1) the states achieve full compliance with the standards in order to achieve greater uniformity; and 2) the exams test the qualifications for an entry-level position as a producer.
Provide oversight and ongoing updates, as needed, to the State Licensing Handbook.
Monitor and assess the state implementation of the Uniform Licensing Standards (ULS) and update the standards, as needed.
Review and update, as needed, the NAIC’s uniform producer licensing applications and uniform appointment form. Provide any recommended updates to the Producer Licensing (D) Task Force by the NAIC Summer National Meeting.

Calendar

Public Conference Call
Tuesday, May 07, 2024
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Length of Call: 1 hr
Webex Link

The Producer Licensing Uniformity (D) Working Group will continue meeting monthly on the 1st Tuesday of the month to review and discuss the applications until finalized.

Public Conference Call
Tuesday, June 04, 2024
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Length of Call: 1 hr
Webex Link

The Producer Licensing Uniformity (D) Working Group will continue meeting monthly on the 1st Tuesday of the month to review and discuss the applications until finalized.

Public Conference Call
Tuesday, July 02, 2024
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Length of Call: 1 hr
Webex Link

The Producer Licensing Uniformity (D) Working Group will continue meeting monthly on the 1st Tuesday of the month to review and discuss the applications until finalized.

See all Current Exposure Drafts

NAIC UNIFORM APPLICATION REVIEW (2024)

In 2018 the Working Group reviewed and adopted revisions to the uniform applications (Individual and Business Entity). These revisions were not fully adopted by the NAIC Membership. This year direction has been given to the Working Group to review the current revisions, finalize necessary changes and adopt. Once adopted they will be presented to the Producer Licensing (D) Task Force.

To assist with the review a check list has been created with all revisions adopted during the 2018 review. The checklist has 2 parts - "Initial" and "Renewal".

Please review the 2018 Uniform Application for Individual License Revisions Checklist document and provide your responses to either “accept” or “reject”.

The deadline for review is Friday, April 26, 2024. Please submit your responses to Gwelker@naic.org

UNIFORM APPLICATION MATERIALS

2018 NAIC Uniform Application for Individual License Revisions Checklist - Excel (Deadline 4.26.24)

2018 NAIC Uniform Applications

Individual Initial Application w/Track Changes - Word / PDF
Individual Renewal Application w/Track Changes - Word / PDF
Business Entity Initial Application w/Track Changes - Word / PDF
Business Entity Renewal Application w/Track Changes - Word / PDF

2018 NAIC Uniform Application Comments

Working Group Minutes (2018)

NAIC Uniform Application

The NAIC Uniform Applications were adopted by the Market Regulation and Consumer Affairs (D) Committee at the 2018 NAIC Summer National Meeting. At this time the applications have not been presented to the NAIC Executive Committee pending an additional review and discussion of the revisions.

State Licensing Handbook

Related NAIC Publications

Committee and Task Force Minutes PDFs will be posted to the Interactive Agenda Approx. 10 days after the conclusion of a National Meeting. They are posted to the interactive agenda for each meeting tab on the meetings page. The Proceedings of the NAIC are made available after the minutes are adopted at each subsequent meeting and may be accessed via the NAIC Publications page.

Contacts

Media Inquiries
(816) 783-8909
news@naic.org

Greg Welker
Antifraud and Producer Licensing Program Manager
816-783-8872

Please see the current Committee List for a complete list of committee members.

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