Video Summary
In this webinar, we dive into events compliance to gain valuable insights and best practices. Experts Ivonne, Diana, and Priscilla will clarify guidelines and regulations for hosting educational and sales events, ensuring you avoid penalties and protect clients and agents. Learn about marketing material requirements, presentation do's and don'ts, and the rules for different event types.
Timestamps
(3:22) Compliance Overview
Guidelines, expectation
(5:45) Types of Events
Educational and sales events
(7:59) Before the Event
What to do before your event
(12:47) During the Event
Signage, pre-approved materials
(18:15) Your Presentation
What to include in your presentation
(22:22) After the Event
BRCs, scope of appointment
(24:28) Best Practices
Best practices for your events
(26:29) CMS Updates
Disclaimers
(36:42) Q&A
Agents ask questions
