QuickSource materials are available to PIA members only if you have not registered for MEMBER ONLY services from PIA click here now.
Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
Browse by topic
Life/health
2022 Choosing a Medigap policy: a guide to health insurance for people with Medicare
An in-depth guide that outlines the steps to help consumers make an informed decision when purchasing Medicare Supplemental Insurance. 52 pages
An employee’s guide to health benefits under COBRA
A comprehensive booklet explaining an individual’s rights under the Consolidated Omnibus Budget Reconciliation Act for continuing health benefits. 19 pages
Family Medical Leave Act
A comprehensive overview of employers’ obligations under the federal Family Medical Leave Act. 2 pages
Financial and health information accuracy disclaimer
A sample letter to share with your customers purchasing coverage through the health exchange marketplace. 1 page
How the PACE Act affected your small-market group
An overview of how Connecticut, New Hampshire, New Jersey, Vermont and New York are addressing the PACE Act’s definition of small employer groups. 2 pages
New York consumer guide to health insurers
Offers information to assist in making an informed decision when choosing health insurance. 80 pages
Prompt payment of health insurance claims—Regulation 178
Claim submission guidelines and the time frame rules for health insurance claims under Regulation 178 for New York state. 4 pages
Q&A on health-care exchanges
A compilation of questions and answers to help agents understand how they will be affected by health-care exchanges. 5 pages
Regulation 187 compliance
This resource kit offers a look at the regulation, its definitions and requirements for how agents and brokers make life insurance and annuity product recommendations. 5 pages