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Can Your Representatives Spot Vulnerable Customers?

Endorsed by the Board of the LIMRA LOMA Secure Retirement Institute

This online, scenario-based program educates representatives about financial exploitation, including red flags and steps that reps can take to help protect seniors and other vulnerable clients.

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Help Your Representatives Spot Vulnerable Consumers

Recognizing Financial Exploitation, an online, scenario-based education program provides an overview of financial exploitation; including the current regulatory environment, red flags, and steps financial representatives can take to help protect seniors and other vulnerable clients.

“We are honored that the LIMRA LOMA Secure Retirement Institute Board has endorsed our program,” said Robert Wilhelm. “This is an important issue of growing concern for the industry and our country. We hope this program lessens the occurrence of the financial exploitation while helping our members comply with today’s regulations.”


Developed in conjunction with an industry work group, LIMRA’s new Recognizing Financial Exploitation™ is a fast and easy way to help financial professionals comply with emerging legislation and regulations.

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Availability 

Available in English in the United States.

Pricing

Prices are scaled by volume. Please contact compliance@limra.com for details.

Recognizing Financial Exploitation™ is a trademark of LL Global Services, Inc.