Fillable Complete required NYLICU onboarding CBTs, including Standards required (New York Life)

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Complete required NYLICU onboarding CBTs, including Standards required (New York Life)

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Complete required NYLICU onboarding CBT’s, including Standards required
courses
Connect Social Media pages through Hearsay
All necessary Trigger requirements reached (FYC and Case Count)
Discontinue any PTAS to TAS approved OBA’s
Add e-mail opt-out language in Portal e-mail and all mobile devices
Install SecureDoc/File Vault onto any personal computer that is being used for
business
Secure mobile device(s) (phone and/or tablet) with a ve or six-digit passcode
Order business cards and, if applicable, letterhead
Sign Stationery Waiver if letterhead is not being ordered
Review Do-Not-Call/Do-Not-E-mail Instructions and rules
Review TAS program and requirements
Review Administrative Day procedure
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Complete required NYLICU onboarding CBTs, including Standards required (New York Life)

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Completed 21 December 2020

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