Life Insurance in Clients' Best Interest - Prospering Under NY Reg 187
Speakers: Lawrence J. Rybka, JD, CFP
Year: 2020
Body of Knowledge:
Product,
Regulatory
Competence: Technical |
Level: Broad |
Session Rating: 4.60
New York Insurance Regulation 187, which goes into effect Feb. 1, 2020, will create a watershed change for producers on all life insurance and annuity sales. As other states, including New Jersey and California, consider similar regulation, form producers must rethink how they document proposals. Those who are ready for the new rules will have a decided advantage in the marketplace by truly demonstrating that they act in clients' best interests.