Thursday, January 31, 2019 | 12:00 PM — 1:00 PM EST
Protecting Clients from Misleading Life Insurance Industry Practices
Presented by:
Barry D. Flagg, CFP®, CLU, ChFC, GFS®
President, Founder & Inventor at Veralytic
Veralytic may be the only realistic way to determine the reliability of new business proposals and inforce illustration of cash value life insurance products. Widespread use of this tool by fiduciaries could revolutionize the industry. This webinar will teach advisors how to analyze cash value life insurance using the same Prudent Investor principles widely used to analyze every other asset on clients’ balance sheets.
Attendees will:
- Learn what FINRA Rule 2210 says about the inappropriate ways that cash value life insurance is analyzed
- See how the use of reports like Morningstar has led to the creation of Veralytic
- Understand the steps necessary to level the playing field, avoid confusing “illustration wars”, and impress clients and centers of influence with a unique, fiduciary-oriented and independent method to measure product competitiveness and illustration integrity
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
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By: John Salter, Ph.D., CFP®
Principal & Wealth Manager at Evensky & Katz / Foldes Financial
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