How agents can position themselves as credible and compliant

Right now, the marketplace is filled with self-proclaimed gurus, ninjas, champions and wizards. When it comes to financial services professionals, we’re also seeing individuals using terms like “income planner” and “asset protection advisor” to try and convey their positioning in the industry, particularly in combination with the use of professional designations. Unfortunately, this has led to much confusion for consumers.

How can licensed insurance professionals ensure they are being careful and deliberate in utilizing designations to convey a level of education, training or expertise?

Our newest agent-only resource highlights principles for use of professional designations by producers, as well as a series of do’s and don’ts that can lead to better clarity, transparency and compliance.

Complete the form to access your copy to familiarize yourself with best practices for communicating all the right things to those you serve.