5 Ways Bad Annuity Marketing Can Get You Sued

April 8, 2020 by Steve Morelli

Advisors have probably changed their tone when communicating with clients these days in light of the COVID-19 outbreak – and that should include their marketing and advertising as well.

That is not just a matter of taste, but marketing messages that made sense before the COVID-19 pandemic can be fodder for lawsuits, said Maureen James, a principal with Summit Compliance.

Faulty advertising was one of the key risks for annuity agents and advisors that were outlined in “Extraordinary Times call for Extraordinary Measures,” a National Association for Fixed Annuities webinar on compliance risks.

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Originally Posted at InsuranceNewsNet on April 6, 2020 by Steve Morelli.