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…
Tom Dickson
Financial Experts Network
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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 meet the fiduciary standards as implemented by the CFP Board (in Jun 2020) as it relates to life insurance?
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.