Member Price: $23 per person (includes user fee*)
*Employees must take courses within three weeks of launch or additional fees will apply.
- Addresses the requirements under GLBA and The Safeguards Rule
- GLBA Definitions Including Non-Public Personal Information (NPPI)
- What NPPI Can Be Provided to the Insured, Beneficiary, etc.?
- Overview of Administrative, Physical and Technical Safeguards to Protect Customer Information (Clean Desk and Clear Screen Policy, Encryption, Shredders and Cyber Security Protections)
- Detecting Red Flags and Fraudsters Attempts to Steal NPPI
- Handling Agent Requests for Customer Information
- Privacy Breach Laws and Disclosure Protocol
- Handling Possible Fraud or Legal Inquiries
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