Product Update Protection Plans

Our Product Update Protection Plans ensures the policy template you purchase from remains current.  Your annual subscription to our Product Update Protection Plan ensures that you will automatically receive an updated version every time it is revised via e-mail within one year from the last date of purchase.  This timely and cost-effective solution ensures that you stay on top of federal regulatory changes and industry recommended best practices.

When updates are made you will receive detailed information regarding why the product was updated and what has changed within the product in our Product Update Notification e-mail correspondence.  This enables you to make an informed decision on whether to make any changes to the policy or procedure you implemented for your financial institution from the revised template.


Your Product Update Protection Plan will automatically renew annually on your subscription anniversary date and you will receive an invoice 30 days prior to the expiration date.

Existing Clients

Already purchased products from us and want to subscribe?  Please send an e-mail to our [email protected] address to determine eligibility and for a free quote.

NOTE: Discounts offered through our Legacy Regards or Volume programs are not eligible.

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