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How to Review Policies: Dive Deep on Life Products

Wednesday, April 19, 2017 | 2:00 p.m. ET / 11:00 a.m. PT

Life Insurance is integral to personal, estate and business planning. Yet, it’s the largest, most-neglected and most-misunderstood asset on your clients' balance sheets. Did you know that internal costs in a life insurance policy vary by up to 80 percent from policy to policy?

The Uniform Prudent Investor Act speaks about a  “duty to investigate costs,” yet most practitioners don’t have a methodology to compare internal policy costs of their clients’ policies. The Society of Actuaries, FINRA, The Department of the Treasury- Office of the Comptroller of the Currency and other industry regulatory bodies have stated that comparing illustrations is "misleading," “fundamentally inappropriate," and unreliable.

Our speakers, Steven Zeiger, CEBS, TEP, WaxmanLawson-M Financial Holdings and David T. Buckwald, a founding partner at Atlas Advisory Group, LLC, will explain how to use publicly available information to compare internal policy costs without using life insurance comparisons that are considered misleading by industry regulatory bodies. In addition, Steven will discuss several fiduciary lawsuits that also provide guidance for the prudent selection and proper management of life insurance.

Steven Zeiger, CEBS, TEP
WaxmanLawson-M Financial Holdings

David T. Buckwald, CFP®
Atlas Advisory Group, LLC

Continuing Education (CE) Credits are available to participants attending the LIVE presentation only. The presentation will be recorded, but credits will not be available for playback viewing.
TAGS: Resources