Webinar Registration

Protecting Clients from Misleading Life Insurance Industry Practices

Thursday, January 31, 2019 | 12:00 PM — 1:00 PM EST

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.

All fields are required for registration.

We respect your privacy.

By clicking “Save My Seat”, you are providing your signature and express “written” consent to be contacted by or on behalf of Reverse Mortgage Funding LLC, its affiliates and/or its agents (collectively Company) at the telephone, email or mailing address that you have provided for purposes of fulfilling this inquiry about the Company’s products or services, even if you have previously registered on a “do not call” government registry or requested Company to not send marketing information to you by email and/or direct mail. You agree that the Company may use automatic telephone dialing systems and prerecorded voice messaging in connection with calls or texts made to the telephone number you provide even if the telephone number is assigned to a cellular or mobile telephone service or other service for which the called party is charged. You understand that you are not required to consent to receiving autodialed calls or texts as a condition of purchasing any Company products or services. If you do not wish to authorize Company to contact you in this manner, please email experts@reversefunding.com to complete your request. You understand that you can revoke this consent at any time.