Social Media Graces

Advisors recognize the growing need to interact with clients using social media, but they do not want to violate compliance rules. To help them out, LIMRA, an annuity industry association, has launched "Insight: Advisor Series." It's a social media training program specifically designed to guide advisors through the potential legal and cultural land mines presented by social networking sites and platforms. A group of five financial services firms have been beta testing the training application for the past several months, according to press reports. The subscription-based app can be accessed online from the LIMRA website or, more commonly, through individual firm's e-learning management systems. Advisors already use those e-learning systems for a variety of training on everything from sexual harassment to educational courses on individual investment products.

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