back next home contents

Attachment II: Living Trust Mills
& Pretext Interview Notice

Commissioner Low

TO: Life Insurers & Life Advisers
FROM: Harry W. Low, California Insurance Commissioner
SUBJECT: Living Trust Mills & Pretext Interviews
DATE: December 12, 2001
The purposes of this Notice are to:

  1. Inform insurers and production advisers regarding the use of a marketing scheme known as a "living trust mill," and to address the responsibilities of both insurers and producers in assuring that the described or similar marketing practices are not used in the solicitation and sale of insurance in California.

  2. Address the provisions of the Insurance Information and Privacy Protection Act of the California Insurance Code, as they relate to the use of pretext interviews by insurers, producers and insurance-support organizations.


Back to Top | Next

Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

283