Caught some good content in NAILBA’s Perspectives magazine.
JUNE 22, 2022
I am catching-up on my hard copy reading today. I really appreciated Maureen James ‘ rundown on compliance. This is a MUST read. (I I didn’t know that RIAs could use customer testimonials when advertising now!). Plus, it was interesting reading Charles Arnold ‘s take on why VUL should be put back on the table. Great commentary from Stevan Mark Cohen, CLU, ChFC , Doug Winkler , Kurt Thomas, CFP®, CLU®, MSFS , and my good friend Chuck Anderson.