Suitability isn’t just a fancy legal term. It’s the process that ensures the products your clients purchase are a good fit — and it’s your responsibility as an agent.
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Join our upcoming webinar
Achieving the right fit — know the suitability process and deliver for clients
Wednesday, Feb. 7 at 10:00 a.m. Central
Hear directly from our compliance department about the ins and outs of the suitability process. Learn your obligations as an agent selling EquiTrust products, and the best practices for submitting in-good-order business to achieve high client satisfaction.
Alex Holloman joined EquiTrust in January 2023 as Assistant Vice President of Compliance. He leads the compliance team, and works with other company leaders to ensure regulatory standards are upheld throughout our organization. He has more than 12 years of experience in insurance compliance and more than 13 years of experience in annuity sales. Alex holds AIRC and ALMI certifications from the Life Office Management Association (LOMA). He lives in Atlanta, GA, with his wife and daughters, and enjoys sports, cooking and watching superhero movies.
About Jason
Jason Goodrich, Assistant Vice President of Sales, has been with EquiTrust since 2004. He leads the Sales department in building relationships with and supporting EquiTrust's distribution partners. Outside of work, Jason enjoys boating, golfing and spending time with his three children.
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Questions about this webinar? Call Sales Support at 866-598-3694 or email [email protected].
