How you’re paid — and by whom — matters.
To help make compliance easier, ESI has created a Cash & Non-Cash Compensation Quick Reference Flyer that breaks down what’s allowed, what requires pre-approval, and what’s prohibited when it comes to third-party compensation from product sponsors, vendors, or partners.
This one-page guide covers:
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When marketing reimbursements are permitted
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Guidelines for approval
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Requirements for trainings and sponsor meetings
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What forms to use with direct links to those forms
- When to submit required forms
The flyer is designed to protect you by keeping third-party compensation compliant, transparent, and conflict-free—so you can stay focused on serving your clients.
Click Here to Access the flyer
📞 Questions? Contact ESI Compliance at ESICompliance@nationallife.com or 800-344-7437.
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