The Advisor as Defendant: How to Avoid Being Sued Successfully: Second edition - Revised and Expanded

Album

The Advisor as Defendant: How to Avoid Being Sued Successfully: Second edition - Revised and Expanded

Practical advice from an experienced Expert Witness who has been active in the annuity and life insurance business for over 47 years.Read more

Tracks: 8 · 174 plays

#TitlePlays

Opening Credits
3,9940:17
Chapter 1: Why this book was written and who should be reading it
10,8782:51
Chapter 2: The Complaint Process
11,7892:58
Common Complaints
4,1540:18
Myths and Misconceptions about Index Annuities
8725:33
Chapter 3: The Defensive Mindset
10,2272:33
Identifying the Threat
9,4172:50
The Potential Threat Posed by Certain Financial Products
7,4541:26
Chapter Four: Strategies and techniques to develop before a complaint arises
6,7141:01
Ten Rules for Practicing Defensively
6984:23
Chapter 5: The Ongoing Issue of
3490:05
"Standards of Care”
3491:43
The SECURE Act
34921:02
About the Author
1744:23
Appendix A:
1740:05
End Credits
5,0250:05

You May Also Like