Am I Compliant or Not?

Discussion in 'Final Expense Forum' started by billyb, Aug 10, 2017.

  1. billyb
    Offline

    billyb Well-Known Member

    Posts:
    674
    Likes Received:
    3
    Got an e-mail from AmAm about marketing. I have never sold a policy with them so am not sure why I contracted. They state you have to have everything you use with a prospect approved by them-sales presentation, any illustration even what you deliver with the policy. No company has ever heard my sales pitch. I use FEX Quotes and am not sure if that is OK. I put my policies in a 2 pocket binder with a cover letter. Sounds like I am not in compliance with them.
     
  2. Todd King
    Offline

    Todd King Well-Known Member

    Posts:
    6,078
    Likes Received:
    25
    State:
    Virginia
    I really wouldn't worry too much about it. They are just trying to cover their asses.
     
  3. BoJax
    Offline

    BoJax Well-Known Member

    Posts:
    141
    Likes Received:
    0
    I assume what they are talking about is creating your own marketing material and branding it with their logo or name without permission. Fex quotes wouldnt be a problem or using any of there pamphlets is ok too. My guess is this is pretty standard among all insurance companies.
     
  4. TampaHound
    Offline

    TampaHound Well-Known Member

    Posts:
    400
    Likes Received:
    2
    State:
    Florida
    I have to chuckle in that I work for a call center during the day. One of our websites still lists the various companies we worked with on a project that is now folded.

    To the best of my knowledge the company has no affiliations with these companies since the project ended.

    We still get leads from the website.

    I wonder if they are in compliance?
     

Share This Page