Guest Expert: Steven Zeiger, KB FinancialIn this webinar, life insurance educator Steve Zeiger went over:
1. Why the current standard of care--"side by side" life illustration comparisons are now considered “misleading”, “fundamenta...
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Subscribe NowIn this webinar, life insurance educator Steve Zeiger went over:
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.
