Financial Brokerage, Inc.

Authored by David Corwin

I read an article recently that caused me to think about a few things.  When Insurance Professionals meet with their clients and sell annuities and or life policies, very few of them will document or take extra time to make notes about the appointment.  It is critical to do so due to this litigious society we find ourselves in.  It isn’t the client that you have to worry about; it is the beneficiaries and/or loved ones.

This is especially true for older clients that may suffer from Alzheimer’s disease; they may not remember what they bought, much less their own name.  You will be questioned as to their state of mind during the sale and if you don’t have an answer, then there will undoubtedly be ramifications including fines and or jail time. There have been discussions around the country about whether producers should require their…

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