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

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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

المقاطع: 8 · ١٧٤ استماع

#TitlePlays

Opening Credits
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Chapter 1: Why this book was written and who should be reading it
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Chapter 2: The Complaint Process
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Common Complaints
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Myths and Misconceptions about Index Annuities
٨٧٢5:33
Chapter 3: The Defensive Mindset
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Identifying the Threat
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The Potential Threat Posed by Certain Financial Products
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Chapter Four: Strategies and techniques to develop before a complaint arises
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Ten Rules for Practicing Defensively
٦٩٨4:23
Chapter 5: The Ongoing Issue of
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"Standards of Care”
٣٤٩1:43
The SECURE Act
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About the Author
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Appendix A:
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End Credits
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