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Meeting Best Interest Standards
Register today for this webinar on state and federal regulation efforts that will affect the sale of insurance products, and how the existence of these rules could even impact those who aren't directly under those rules! Dick Weber, a well-known industry commentator and Insurance Fiduciary®, will discuss issues relating to today's most popular life insurance sales, the selling practices that can lead to complaints and lawsuits, and recommendations of how to both meet those rules and continue to thrive in your practice. Dick will address:

• What “suitability” and “best interest” means to the producer - and to the client - in the context of these new rules.

• Assessing what’s real and not real in the increasingly complex development of sophisticated life insurance policies, as well as the trend toward emphasizing life insurance policies providing tax-free retirement cash flow over that of “merely” death benefits.

• How to help the client sufficiently understand the risks - along with the opportunities of such products - to self-evaluate their reasonable risk tolerance relative to the expectations of the policy illustration.

Dec 8, 2021 01:00 PM in Eastern Time (US and Canada)

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