Client Success Stories: Licensing and Registration

Hear the real-world experience of Brighthouse Financial and Raymond James, and learn how they have enabled efficiency, enhanced advisor / agent satisfaction and reduced risk while evolving their licensing and registration operations to a best practice standard.

Presented By

Kristin Prohonic
Leader – Licensing & Onboarding
Brighthouse Financial

Beth Maziad
SVP, Insurance Operations
Raymond James Financial Services

Stephanie Buchanan
Chief Client Officer
RegEd, Inc.


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