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Annuities in Focus: Abuse, Accountability, and Advancement

Annuities sit at the center of some of the most controversial moments in insurance and financial services. Explores how questionable sales practices, aggressive marketing, product complexity, and regulatory action shaped today’s suitability and best interest framework. Study the abuses that harmed clients, the conflicts that eroded public confidence, and the reforms designed to correct them. Real-world examples reveal how ethical professionals can apply these lessons to improve recommendations, strengthen communication, and operate with greater accountability.

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Webinar Details

Annuities in Focus: Abuse, Accountability, and Advancement

Annuities have sparked debate for decades, shaped by sales abuses, conflicting incentives, and headline-making scandals. Trace the practices that fueled regulatory reform and created today’s suitability and best interest standards. Through real cases and industry milestones, gain practical insight that strengthens ethical decision-making and safeguards client trust.

Date and Time
Webinar Duration
60 minutes
CE Requirements
Verify your state and license CE requirements
Topics
  • Explore the sales abuses and senior-focused tactics that triggered industrywide concern and regulatory intervention.
  • Examine the commission structures, incentives, and conflicts that fueled replacements, mistrust, and reputational damage.
  • Understand how product complexity, performance illustrations, and misleading guarantees contributed to client harm.
  • Review the major scandals and enforcement actions that pushed suitability and best interest standards to the forefront.
  • Apply lessons from past abuses to strengthen ethical recommendations and support transparent client communication.
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