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Beyond the sale: Service, ethics, and staying compliant
In this episode, Tim Crawford, Vice President, Associate General Counsel, and Cyndi Hall, VP, Chief Compliance Officer, unpack key insights every financial professional should hear, including:
- What great service truly looks like, and the pitfalls to avoid
- Why staying vigilant against fraud is more critical now than ever before
- What you absolutely must know about best interest regulations
Don’t miss this engaging and practical discussion that blends real-world experience with expert compliance and legal perspectives. Tune in and walk away sharper and more informed.
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By North American Company for Life and Health InsuranceIn this episode, Tim Crawford, Vice President, Associate General Counsel, and Cyndi Hall, VP, Chief Compliance Officer, unpack key insights every financial professional should hear, including:
- What great service truly looks like, and the pitfalls to avoid
- Why staying vigilant against fraud is more critical now than ever before
- What you absolutely must know about best interest regulations
Don’t miss this engaging and practical discussion that blends real-world experience with expert compliance and legal perspectives. Tune in and walk away sharper and more informed.