A sales agent, employed by the Sponsor's First-Tier or Downstream entity, submitted an application for processing and requested two things: 1) to back-date the enrollment date by one month, and 2) to waive all monthly premiums for the beneficiary. What should you do?

Question

Social Studies

Kassidy

6 June, 20:31

A sales agent, employed by the Sponsor's First-Tier or Downstream entity, submitted an application for processing and requested two things: 1) to back-date the enrollment date by one month, and 2) to waive all monthly premiums for the beneficiary. What should you do?

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Answers (1)

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Sidney Gilmore · Answer 1

Process the application properly

Explanation:

First of all, I would check the information in the application very carefully without the requested revisions, this is with the purpose of informing my supervision and the compliance officer about the sales agent's request, so we can make the right decision.