Filed Under:Health Insurance, Disability

The (Regulatory) Rules of Social Media

Image: jscreationzs /

Image: jscreationzs /

Social media can bring many things to your business: leads, referrals, brand awareness. It’s a key way to build relationships with existing and potential clients; however, everything comes with a price. In this case, being active on social media platforms can bring you unwanted attention from regulators. This isn’t to say that you shouldn’t pursue a social media presence, but remember that social media remains a hot-button issue for regulators in 2012. Numerous alerts have gone out addressing improper conduct by registered reps in the use of social media.

With that in mind, here are some tips to minimize the risk of crossing the line and help prepare you for success. 

Step 3:  Pick a platform(s) that meets your business needs.

  • Many advisors start with LinkedIn, Facebook, and/or Twitter
  • Ensure your existing website is updated, and consider creating a blog (if it makes sense and you can commit the time needed to keep a blog fresh). Social media is the communication engine to build relationships and drive traffic to your website or blog, so you will see increased traffic to your site as you become active on social media.

Step 4:  Build a plan and stick to it.

Featured Video

Most Recent Videos

Prospects not listening to voice mail? Arrange a phone date


Redesigning your phone life is more important than finding the “best words” for a voice mail in today’s culture.

Behind the scenes with Vicki Gunvalson [VIDEO]


In this exclusive interview, Vicki Gunvalson shares how she built a $15 million a year annuity business by planning for...

Regulator: Market may need to reinvent LTCI


Cioppa says Maine's governor wants to spur the creation of better products.

Dementia: It's more than Alzheimer's


An association calls for policymakers to remember lesser-known neurodegenerative conditions.

Related resources

More Resources


Power your business with up-to-the-minute insurance news, analysis, and best practices from LifeHealthPro Daily eNewsletter – FREE.

Power your business with LifeHealthPro Daily eNewsletter – FREE.

Enter a valid email address.
Nichole Morford

Nichole Morford
Managing Editor

Thank you for subscribing to LifeHealthPro Daily!

Check Out More eNewsletters Now! Close

Advertisement. Closing in 15 seconds.