Does any of this sound familiar?
That is why we created the Standard of Care Center
We have heard from firms just like you, struggling for understanding or going around and around in meetings trying to figure out where to start, only to be stuck and frustrated in pursuit of good quality resources thanks to:
That nightmare is now behind you!
Our Standard of Care Center is exactly what you need for your compliance program: clear explanations of the rules, training for your staff, advice on how to implement these standards, and support for your whole team.
Standard of Care Center membership benefits include:
much, much more!
Standard of Care Center Membership
This is what you need to make your new and existing compliance program a priority.
You will get exclusive access to the most up-to-date material and commentary available as new standard-of-care regulations are proposed and adopted.
Short Video Lessons
Maximize your efficiency by learning step-by-step methods for developing and maintaining the compliance program your firm needs with our simple – and short – lessons. We will show you how to identify and develop what you need from scratch and eliminate the guesswork. We guide you all along the way.
This is where your own expertise develops. Our library of lessons provides training and practical advice on all things standard-of-care. We provide state-by-state information including a deep-dive into New York’s Regulation 187, the “Suitability and Best Interests in Life Insurance and Annuity Transactions.”
On Demand Material
The material you need will be right here! Say 'goodbye' to frustrating searches. As a Center member, you can tell us what information you would like to see. Depending on the volume of requests, we will look to members to either prioritize or vote on which lessons will be available next.
Because new and amended regulations are likely to keep coming, along with DOI actions and guidance, and because we will continue to develop new materials for the Center, you will have access to timely materials on a long-term basis.
As a member, you will get exclusive access to the Standard of Care Center membership community . . . a place where you can ask questions, connect, and pick the brains of others facing similar compliance challenges. The discussion is moderated for anti-trust concerns and to make sure the discussion stays focused on the issues related to standard-of-care regulations and related compliance programs.
In addition to the individual lessons, the Center is also compiling extensive references, resources, and tools for you to consult as needed to support your compliance efforts.