Yesterday, the American Bankers Insurance Association hosted a Compliance Webinar on Federal Bank-Insurance Sales Regulation. The webinar focused on bank-insurance sales regulation and discussed a thorough primer on the rules for selling insurance or annuities at a bank or on behalf of a bank — when the rules apply, and how (compensation, separation, disclosures, customer acknowledgment).
View the presentation and FAQ.
Download the recording.
Want to learn more about upcoming ABIA Compliance Webinars and Discussion Groups? Contact us and view our website.