VA Compliance Checklist

[Brian Anderson]

As Harry Lew, Chief Content Officer for EOforLess.com, says in his latest article (link below), variable annuities attract regulatory scrutiny like magnets pick up metal shavings. The article provides a checklist to follow that will help agents selling Vas to avoid client complaints, E&O claims and regulatory enforcement actions.

Please check out the article, and if you have any additional tips or ideas related to selling VAs properly, please offer them here.

Insurance Forums | Variable Annuity Hot Spots: Compliance Tips for the Cautious Advisor