Compliance DOs and DON'Ts with Amanda Theiss: Designated Producer Changes
Spot On Insurance - May 02, 2019
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. 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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