May 1, 2011

Producer Workshop

AALU Annual Meeting

Overview

Nicole Wixted led a discussion that identified key compliance issues for top producers, using recent lawsuits to show worst case scenarios.

The session identified key compliance issues for top producers, using recent lawsuits to show worst case scenarios. It also involved a discussion and demonstration of best practices for agents on the topics of rebating, stranger-originated annuity transactions, tax shelters and defined benefit plans, corporate-owned life insurance, charity-owned life insurance, stranger-originated life insurance and increased regulatory attention to suitability.

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