Webinar Registration

The Fiduciary Era for Life Insurance

Boost Your Client's Life Insurance outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, October, 24

12:00pm ET

120 minutes

Earn 2 CE credit Trusted by 10,000+ financial advisors

Steven Zeiger

Senior Director, Wealth Management KB Financial

What You'll Learn

Do you advise clients on life insurance? Are you concerned that the “full story" is not available with the typical life insurance illustration analysis. Are you disappointed that you can’t figure out which policy will lead to a better outcome for their clients? Would you like to learn how to…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

Name

First Name

Last Name

Email Address

Who invited you?

Please provide your CFP ID #

Please provide your CRD #

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

What You'll Learn

No content added

Webinar Description

Join life insurance educator Steve Zeiger for a CE-eligible presentation (2 CE credits for CFPs) to learn:

1. Why the current standard of care--"side by side" life illustration comparisons are now considered “misleading”, “fundamentally inappropriate” and unreliable according to guidance from industry regulators.

2. The information required for life insurance decision-support material that conforms to the fiduciary’s duty to exercise care, skill, prudence, and diligence.

3. How to recognize when life insurance product recommendations are in your client’s best interest (as defined by NY Regulation 187 and generally accepted fiduciary principles including the FPA Practice Standard).

4. How to compare life insurance illustrations to life insurance industry benchmarks- just as you compare investment performance to investment industry benchmarks such as the S&P 500 Index or the DJIA.

Note: Steve’s presentation is based on guidance from the UPIA, NYS DFS Reg 187, the OCC, FINRA and adjudicated lawsuits.

*CE approval pending.

*CE/CPE Eligible: 2 CE credits are available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 2 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.