Posted January 21, 2025, New Mexico sent a reminder about invested adviser requirements for renewal. Renewal fees were due December 31, 2024, and The Annual Form ADV and Annual Financial Statements are due March 31, 2025. Please see the attachment for more information.

Our compliance experts are constantly searching for and analyzing industry updates. Their findings are then recorded in the Regulatory Updates section of the Compliance Library to explain how the update impacts the insurance industry. If a change impacts an AgentSync product, this will be highlighted to inform you that the product is being updated to ensure you remain in compliance.