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

Треки: 8 · 174 прослушиваний

#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

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