Premium Producers Group, LLC

Premium Producers Group is launching a new voluntary program for marketing organizations to encourage full-disclosure ("transparency") of all potential conflicts of interest arising from ownership or other business relationships and their production breakdown by insurance company. Insurance companies will also be encouraged to provide their renewal rate histories on their equity indexed annuity products.

We believe this transparency is long-overdue for the industry, and will become a catalyst for change. All industry firms are encouraged to participate. Please see our FAQs page for further explanation.

Project TAD information will be used to:

• Screen agents for our Professional Referral Program for consumers referrals on the Personalyze.Org consumer EIA web site.

• Allow agents to better compare and "shop" independent marketing organizations.

• Allow agents to better evaluate Renewal Rates of insurance companies issuing EIAs.

• Promote full Transparency and Disclosure in the insurance industry.

TAD List of Controlled IMOs Insurance Marketing Organizations (IMOs) on this list are owned in whole or in part by an insurance company or heavily influenced by a distribution relationship.

TAD Online Reporting These online tools allow insurance companies, insurance marketing organizations, and agents to report and review TAD information. Data is compiled and reviewed monthly.

How to Participate in the TAD Project

If you are interested in taking a leadership role for industry transparency and disclosure, we would be pleased to have your company participate. Simply complete and submit the appropriate form below. We will then confirm the information and add you to our database.

Marketing Organization Disclosure (PDF)

Insurance Company Disclosure (PDF)

If you have any questions, please contact us.

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