February 10, 2012 
         

Affecting the Way We Work – “Do Not Call List” Regulations



Martin W. Lipworth, CLU
Tuesday, December 2, 2008

“Do Not Call List” regulations came into force in Canada at the end of September 2008, and have affected the way many Canadian advisors conduct business.  Phone calls to prospects, even those to whom a personal, even written, referral has been made, are outlawed unless the recipient of the phone call has given express oral or third party-verifiable written permission to be contacted by phone.
 
I consider this to be the most significant threat to our business and to our industry that we have ever encountered.

Members I had the pleasure of meeting at this year’s absolutely fabulous Annual Meeting in Toronto commiserated with me, as this legislation has also become an issue in the United States.  Through this MDRT Blog, I am hoping I can find assistance and/or suggestions from fellow members, not only in the United States, but worldwide. 

 

How have the regulations affected your business, and how are you making up for this lost contact medium? 


READER COMMENTS
Martin
Friday, February 12, 2010

Thanks, Brad. I suppose I could get a written referral to a Prospect, then scan and e-mail the written referral to the Prospect. Likely would get more e-mail responses that way. Thanks.

Anyone else?


READER COMMENTS
Brad Giroux
Monday, March 2, 2009

This new legislation has had absolutely no impact on my business or referrals. My centers of influence have always obtained written consent for me to contact the people they refer, so it's business as usual. If you are concerned about not being able to call someone who has been referred to you, ask the person making the referral for an e-mail address instead of a phone number and begin communication online. Once you've received permission via e-mail to phone them, you no longer have to worry about the DNCL. Good Luck!!



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