What documentation is needed for opening an account for a reinsurance company?

By Josh Miner|2018-07-10T04:45:35+00:00July 9th, 2018|Investments & Accounts, Reinsurance|

A reinsurance company is a corporation. The documents typically required to open a corporate account will be necessary for opening an account for the reinsurance company. This would include:

Article of Incorporation
Certificate of Incorporation
Bylaws
Organizational Minutes
Employer Identification Number (“EIN”)
Possibly Stock Transfer Ledger

About the Author: Josh Miner

Involved in the financial services industry for over twenty years, Josh is a nationally known sales and marketing coach for financial advisors and Managing Partner of Spike Sales, LLC, located in Dana Point, California. Spike Sales provides comprehensive sales and marketing solutions for financial professionals. Josh has been a speaker and content provider for the Fortress and is our Marketing Director. Fortress partners with Spike Sales to handle the management of the day to day marketing functions. Spike Sales team oversees advisor support, web technology management, business development and many other valuable functions needed in today's ever-changing marketplace.

What documentation is needed for opening an account for a reinsurance company?

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About the Author: Josh Miner