How to Protect Your Clients' Best Interests
Best interest standards regulations are on the horizon for Q1 of 2020, and life insurance and financial service professionals alike need to be prepared. Professionals in the industry must establish processes and procedures that are compliant with these new rules. While the task at hand may initially seem daunting and cumbersome, it doesn’t have to be. In this webinar, we will discuss ways to leverage technology to make best interest standards compliance easier and more effective.
- How to protect yourself from liability under these new regulations
- Simple strategies for implementing new solutions within your practice
- Best practices for identifying which insurance technologies will be right for you
- How to generate more business, both within your existing book and with new clients
Michael Pepe capitalized on his nearly 20 years of life insurance policy expertise by launching Proformex, an inforce policy management platform that helps fiduciaries, financial planners, insurance brokerages and agents monitor, manage and govern their life insurance policies. Its SaaS (Software as a Service) solutions are designed to proactively alert customers of potential problems with their life insurance policies and protect against degradation and asset erosion.
1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit are available.
$5.00 fee per credit (fee waived for FSP Premier members).
You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes live webinar, PowerPoint, and access to the archived program)
||FSP Premier Members
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Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar.
Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.
The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar.
The recording will include both the audio portion and PowerPoint slides.