Sales Compliance

Video Summary

Gain valuable insights on reducing anxiety around compliance. Learn how compliance benefits your clients, explore Simply Enroll's compliant features, and discover best practices and upcoming changes. Shift your perception of compliance from a burden to an advantage. Learn how to navigate compliance with confidence and foster trust with your clients.


(1:42) Compliance Overview


(5:55) Before your Sale

Scope of appointment, 48 hour cool off period

(17:24) Simply Enroll

How Simply Enroll helps you stay compliant

(36:20) During your Sale

Disclaimers, best practices

(41:51) Final Rule

12 hour cool off period, scope of appointment

(44:57) Compliance Boogeyman 

Practice compliance video

(57:08) Questions

Agents ask questions

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