The Insurance Advisor as Defendant:
How to Avoid Being Sued Successfully
PRACTICAL advice from an experienced Expert Witness in litigation involving sales of annuities and life insurance products. In over 16 years of serving in this capacity, I've seen many - too many - examples of advisors' being sued successfully, not because they did anything wrong intentionally, but because they did not know how to PRACTICE DEFENSIVELY.
In this book, I share what I've learned about devising and implementing strategies and techniques to do that successfully.