Beyond the sale: Service, ethics, and staying compliant

Annuity Chat with North American
07/07/2025 27 min
Beyond the sale: Service, ethics, and staying compliant

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Episode Synopsis

In this episode, Tim Crawford, Vice President, Associate General Counsel, and Cyndi Hall, VP, Chief Compliance Officer, unpack key insights every financial professional should hear, including:What great service truly looks like, and the pitfalls to avoidWhy staying vigilant against fraud is more critical now than ever beforeWhat you absolutely must know about best interest regulationsDon’t miss this engaging and practical discussion that blends real-world experience with expert compliance and legal perspectives. Tune in and walk away sharper and more informed.

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