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INSURANCE AND RETIREMENT SERVICES - DTCC Insurance Profile

DTCC Insurance Profile is a repository of expense, fee, and commission schedule data provided by carriers for annuities distributors to access from a centralized location.

 

pdf

DTCC Insurance Profile User Guide  Published Popular

Download (1.73 MB)

This guide is intended to show distributors how to use the Insurance Profile Web interface. As a distributor, you will be able to:

  • Access Product CUSIP level standard commission data
  • Export commission schedule data in a spreadsheet
  • Access Product CUSIP level standard fee and expense data, and
  • Export a fee and expense summary report.
In DTCC Insurance Profile
pdf

DTCC Insurance Profile Web Interface User Guide for Carriers  Published Popular

Download (2.63 MB)

DTCC Insurance Profile is a repository of expense, fee, and commission schedule data provided by carriers for annuities distributors to access from a centralized location. This guide provides instructions for carriers.

In DTCC Insurance Profile

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