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May 23, 2019

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Sabrina Slater, Annuals & Corporates Manager for Insurance Licensing Services of America, Inc., shares her dos and don’ts for Registered Agents.  Her secret for success: Always read communications from your...


May 21, 2019

Matt Halloran is a Partner and CEO at Top Advisor Marketing, a company that helps its clients improve their communication and marketing strategies across social media and the podcast space. He has over 20 years of experience as a certified life and business coach within the financial services industry before pivoting...


May 16, 2019

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Rich Fidei from Greenberg Traurig returns to share his dos and don’ts for dealing with regulators in tough situations.  His secret for success: Present a clear, consistent message to regulators that...


May 14, 2019

Meg McKeen is the Founder & Chief Confidence Builder at Adjunct Advisors. Adjunct Advisors is a company that provides customized solutions for professionals in the insurance industry. Their aim is to help individuals find success faster in an industry that is always evolving. Meg has over 20 years of industry experience...


May 9, 2019

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, ILSA’s Licensing and Renewals Manager, Kristy Starling-Roberts, shares her dos and don’ts for Directors & Officers Updates.  Her secret for success: Make sure directors and officers understand what information...