I Was Into Fiduciary Duty Before It Was Cool — With Jennifer Berman

About this episode

Jennifer Spiegel Berman discusses the importance of compliance in benefits advising and shares insights on making complex topics understandable.

In this episode, we dive into the exciting (you read that right!) world of compliance, with Jennifer Spiegel Berman, compliance maven and chief legal officer at Lumelight. One of Jen’s superpowers is her ability to make complex and complicated topics compelling, urgent and understandable. During our conversation, she shares some of her secrets and explains why this skillset is going to become increasingly vital for benefits advisors in the coming years, as compliance becomes an ever more important differentiator during conversations with employers.

People in this episode

Guest: Jennifer Spiegel Berman

Topics covered

• compliance
• fiduciary duty
• benefits advising

Keywords

• compliance maven
• legal officer
• Lumelight

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