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Compliance Training

Finally, Compliance Training developed specifically for the Insurance industry, by members of the Insurance industry!  Four distinct topics: Anti-Fraud, AML, OFAC and Privacy.

Click here to find out more.





DOL Fiduciary Rule

The Department of Labor is likely to release its final rule in the first few months of 2016 which will expand the definition of “fiduciary” under ERISA. First Consulting will be ready to help explain the rule, how it affects your business, and how it will fit into the current insurance regulatory framework.

Click here to find out more.







A Practical Approach to Advertising Compliance

The First Consulting Advertising Seminar provides a comprehensive overview of advertising compliance laws for all states. Both first time and prior attendees of this seminar will return with immediate benefits.  Registration is open now!

Click here to find out more.







The Department of Labor is likely to release its final rule in the first few months of 2016 which will expand the definition of “fiduciary” under ERISA. Are you prepared for it? Once it is released, do you have a plan of action for implementation? What steps have you taken to ensure your company complies not only with the DOL rule, but also the already existing state regulatory framework?

Once the rule is released, First Consulting will be ready to help explain the rule, how it affects your business, and how it will fit into the current insurance regulatory framework. We can also help you:

  • Create a customized compliance plan for implementing the rule’s changes
  • Assist with memos or webinars to train your employees or your field force
  • Answer one-off questions about the rule’s impact

Please contact me for more information.


Kevin W. Mechtley, J.D.
Consultant

Kevin.Mechtley@FirstConsulting.com


Finally, Compliance Training developed specifically for the Insurance industry, by members of the Insurance industry!  Four distinct topics: Anti-Fraud, Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC) and Privacy.

First Consulting training delivers:

  • accessible online from desktop or laptop 24/7 or via webinar
  • customizable with your logo and company  policies
  • life & health or property & casualty
  • in compliance with state or federal training requirements
  • Click here to learn more about the specific details of each course.

Visit our website or contact me to learn how we can assist you with Compliance Training or to enroll in a free demo!

 

Carol Stern, FLMI, AIRC, ACS
816.391.2746
Carol.Stern@FirstConsulting.com