Annuity Suitability - A Discussion of the Critical Company Internal Processes.

June 25, 2014

Webinar reveals key insights on examination activity.

Questions before…questions during…and questions after…that was the overwhelming trend of CEFLI’s recent Annuity Suitability webinar, which focused on the critical internal company processes supporting compliance with annuity suitability regulations.  “I knew this was a major compliance topic of discussion through our close interactions with CEFLI member companies via our Compliance & Ethics Committee monthly meetings, and this webinar did what... 

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