This course will provide invaluable insights into the evolving landscape of life insurance and the crucial role it plays in safeguarding the best interests of clients. As the industry continues to evolve, it is essential to stay abreast of the latest strategies and regulations to effectively serve your clients' needs. Drew Serzan CLTC?, Founding Partner, Head of Private Client & Executive Life Insurance, will discuss NY DFS Reg 187, an amendment that requires that insurers and insurance agents act in the ?best interest? of clients when recommending life insurance. This program will address the importance of evaluating and understanding the internal policy costs and expenses, as well as provide insight of benchmarking technology.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Explain current trends and the legal landscape of life insurance in safeguarding clients? best interests.
- Analyze life insurance policies, including making recommendations and understanding tax implications.
- Evaluate ethical considerations, compliance, and the use of benchmarking technology in life insurance.
Major Topics
- Current trends
- Legal landscape
- Policy analysis and recommendations
- Tax implications
- Ethical considerations and compliance
- Benchmarking technology