The insurance sector is constantly evolving, with compliance regulations, particularly concerning Medicare, greatly influencing sales and marketing strategies for agents targeting the senior market.
By teaming up with Cornerstone Senior Marketing, you gain access to our dedicated Compliance Team and a wealth of resources. This support equips you with the knowledge and direction needed to ensure compliance in your business endeavors.
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Our comprehensive guide provides the information, explanations, required disclaimers, checklists and ” do’s and don’ts” around all compliance matters. From sales and educational events, to client marketing, this guide is an excellent resource to help you compliantly promote your business.
Exclusive for agents of Cornerstone Senior marketing, an Errors and Omissions Insurance Plan that helps to protect against claims arising from the sale and servicing of insurance products.
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The E & O Policy renews on March 1st. All certificates of insurance issued under this policy will renew March 1st. Premiums are prorated based on chosen effective date of coverage.
Running your own business has many challenges. We’re here to help from a compliance persepctive. Download our sample Compliance Program to get a head start with best practices.
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