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
Record retention
QS28039
New Hampshire record retention requirements
Outlines Senate Bill 73, which relates to record retention requirements for insurers and producers. 1 page
QS29185
New Jersey rules on management of funds and recordkeeping
An in-depth how-to on the proper management of funds and information on the basic recordkeeping requirements including electronic recordkeeping. 6 pages
QS31027
New York state’s insurance record retention requirements/electronic recordkeeping
An overview of the statutes and regulations covering record retention by agents, brokers and consultants. 17 pages