[DeTomaso] BJ Insurance Experience

Christopher Kimball chrisvkimball at msn.com
Thu Jan 28 11:50:31 EST 2010


I'd like to echo that sentiment.  Being a CFP I'm subject to the most ridiculous compliance rules you can imagine.  I'll tell you a brief story, and I promise, it's absolutely true:

 

I wrote a newsletter, and began it by writing, "I've found the secret of happiness:  Stop watching CNN!"  My compliance department told me I couldn't mention CNN, but more unbelievable, they said I had to change it to "I've found one of the secrets to happiness..." because someone might stop watching the news, and if they still weren't happy, they could sue us.

 

I am not kidding, this really happened, and I ended up satisfying the compliance department by starting the newsletter with the following disclaimer, "Attention!  The next few sentences are hyperbole."  

 

Things are out of control.

 

Sincerely,

 

Chris

#3846

 


 
> From: michaelsavga at gmail.com
> Date: Thu, 28 Jan 2010 10:24:30 -0500
> To: lotus0005 at hotmail.com
> CC: detomaso at realbig.com
> Subject: Re: [DeTomaso] BJ Insurance Experience
> 
> That's not BJ alone by any means, it's endemic of the whole insurance
> industry. I used to design brochures, trifolds, outdoor boards, websites
> and other media for a few clients and they all have Compliance Officers who
> oversee a room full of Lawyers and Bean Counters. You would be amazed at
> how silly they can be, it can be something as small as reversing a sentence
> to clean it up in order for it read better and guess what, it has to go back
> to Compliance before it can be printed.
> 
> A simple billboard for a plain old State Farm agent with nothing but the
> State Farm logo, his photo, name, address and telephone number has to be
> approved by Compliance before it can be ordered.
> 
> Michael Shortt
> 
> 
> 
> 
> On Thu, Jan 28, 2010 at 9:52 AM, Bill Lewis <lotus0005 at hotmail.com> wrote:
> 
> > www.barrett-jackson.com/insurance ------- I got this from
> > one of our Houston SPOCA members - if you click on this and then read teh
> > tiny fine print at the bottom; it's more technical than I can fathom
> > (following the trail.). ---Bill
> >
> >
> >
> >
> > ------------------------------
> > Date: Wed, 27 Jan 2010 23:35:51 -0500
> > Subject: Re: RE: [DeTomaso] BJ Insurance Experience
> > From: michaelsavga at gmail.com
> > To: grayjim at att.net
> > CC: detomaso at realbig.com; michael at michaelshortt.com; lotus0005 at hotmail.com
> >
> >
> > I thought that was strange too
> >
> > On Jan 27, 2010 10:57 PM, "Jim Gray" <grayjim at att.net> wrote:
> >
> > Being in the insurance business for some 30+ years (life & health)I find it
> > interesting that Hagerty is a major sponsor of the BJ auction show. I
> > guess
> > BJ just wanted a bigger piece of the pie.
> >
> > Jim Gray
> >
> >
> > -----Original Message-----
> > From: detomaso-bounces at realbig.com [mailto:detomaso-bounces at realbig.com...
> > Sent: Wednesday, January 27, 2010 9:24 PM
> > To: Bill Lewis
> > Cc: detomaso at realbig.com
> > Subject: Re: [DeTo...
> > now.<http://clk.atdmt.com/GBL/go/196390708/direct/01/>
> > >
> >
> >
> >
> > --
> >
> >
> >
> >
> >
> >
> >
> > Michael L. Shortt
> > Savannah, Georgia
> > www.michaelshortt.com
> > michael at michaelshortt.com
> > ...
> >
> >
> >
> > ------------------------------
> > Hotmail: Trusted email with powerful SPAM protection. Sign up now.<http://clk.atdmt.com/GBL/go/196390707/direct/01/>
> >
> 
> 
> 
> -- 
> 
> 
> 
> 
> 
> 
> 
> Michael L. Shortt
> Savannah, Georgia
> www.michaelshortt.com
> michael at michaelshortt.com
> 912-232-9390
> 
> 
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