The Insurance Advisor as Defendant:
How to Avoid Being Sued Successfully, 2nd Edition

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. This 2nd edition is greatly expanded, with coverage of the SEC's "Reg BI", the NAIC "Suitability in Annuity Transactions" Model Reg. #275 of 2020, the SECURE Act, as it relates to annuities, and the Dept of Labor PTE 2020-02.

In this book, I share what I've learned about devising and implementing strategies and techniques to do that successfully.

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