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Designated Producer Changes | CDD

Compliance DOs and DONT's
Regulatory Compliance
Amanda Theiss

Shownotes

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Amanda Theiss, a supervisor in the Licensing Department at ILSA, Inc., shares her dos and don’ts for affiliating a designated producer.  Her secret for success: Where possible, have two designated producers – or at least have a back-up in mind.

This episode brought to you by:


Insurance Licensing Services of America Logo

Insurance Licensing Services of America (ILSA), America’s premier regulatory compliance experts. To learn more visit ILSAinc.com.

And if you only learn one thing from this podcast, let it be this: If you need to affiliate a new DP (for whatever reason), act quickly.  The clock is ticking!

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  • ILSAinc.com

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