Non Face-to-Face Sales – The Compliance Issues with Direct Life Insurance Sales (1:00-2:30 PM EDT)

August 21, 2013

Faculty:
Gary Jenkins - ING, U.S. Inc.
Anne Marie Narcini, CPCU, CIE, MCM -New Jersey Dept. of Banking & Insurance
John Rao - Navigant Consulting
Tamara Thompson - AAA Life Insurance Company

Direct Sales webinar provides perspectives from an industry expert, a state insurance regulator and company professionals.

Based on feedback from the life insurance industry, CEFLI recently presented a webinar detailing the compliance and operational issues associated with non face-to-face sales of life insurance.  This topic appears to be one whereby many companies have contemplated implementation or even established processes, yet few have actively promoted their direct sales efforts.  Companies are accessing direct sales with customers either through call centers, third party internet direct marketing companies or the company’s website...


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