Insurance Agents Should Never Sell Unregistered Securities

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2022-07-25 14:02:31 -

Read the full article at https://lnkd.in/g7AatvYk. Insurance Agent Should not Sell Unregistered Securities Barry Zalma at https://zalma.com/blog Unregistered Security Exclusion Eliminates Duty to Defend or Indemnify William Saoud sells insurance-related products. Beginning in 2017, he offered some of his clients a new financial instrument: a Memorandum of Indebtedness issued...

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