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Should it Stay or Should it Go?

July 30, 2024 (1 min read)

As with relationships, so it is with documents: if it goes, it will be trouble; if it stays, it could be double. Learn the basics in this “Clash” course on managing records retention requirements.

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Related Content

  • Records Retention Manual (Insurance Company and Affiliates)
    Scrutinize this annotated template that an insurance organization can use to memorialize its records retention program and provide an employee reference for conduct and compliance. Includes key terms, retention schedules, management guidelines, storage procedures, and destruction policies.
  • Document Retention Policy (Federal)
    Consider the provisions of a sample document retention policy that can be used to manage the handling, storage, maintenance, and destruction of corporate records in the ordinary course of a company’s business. Includes guidance, drafting notes, and an optional clause. 

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