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Lisa Heath, Lafayette, LA, Joined Cambridge in August, 2001 Jared Roskelley, Scottsdale, AZ, Joined Cambridge in October, 2006
Our relationship with our Rep/Advisors is especially important when it comes to compliance. Common sense tells us that our Compliance Department should act as a lifeguard, and that its role should be to prevent you from making mistakes.A Common Sense Approach“One-size-fits-all” policies usually don’t fit very many client or Rep/Advisor situations. We help you identify the options that will keep your practice compliant while you satisfy the unique financial needs of your clients and the need for efficiency and effectiveness in managing your business. That’s one of the main reasons our Rep/Advisors consistently give the Cambridge Compliance Department a rating of 9 out of 10 in our annual survey. Highlights of our common sense approach to compliance are previewed very briefly through the links below. More complete details are available in the Cambridge Information Kit.
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