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DTSTART:20200415T150000Z
DTEND:20200415T160000Z
LOCATION:SOS Association Management - 7729 E. Greenway Road, #300, Scottsdale, AZ 85260
UID:1902420200415T150000ZFree Webinar Viewing: The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process
DTSTAMP:20260510T124757Z
DESCRIPTION:\n**This event has been cancelled. **\n \nLocation: \n \n7729 E. Greenway Road, Suite 300\n \nScottsdale, AZ 85260\n ------\n\nAbout the Program\n \nOn July 18th 2018, the New York Department of Financial Services (NY DFS) issued the nations first "clients Best Interest Rule". Similar to other Fiduciary Laws, this rule defines the meaning of “clients’ best interests” for life insurance product recommendations based on a careful, skilled, prudent, and diligent evaluation of costs, performance, and risks relative to benefits.  Additional states have announced their own Fiduciary legislation.\n \nIn this important, wide-ranging presentation, we will review the Best Interest Rule that raises significant ethical considerations for estate planners and life insurance producers serving fiduciaries and/or working under a fiduciary definition of “clients’ best interests” both in and outside New York.\n \nAbout the Speaker\n \nSteven is uniquely qualified to help estate planning professionals better understand the ethical implications and new business opportunities created by the “new fiduciary era for life insurance”.  He helps CPAs, wealth managers and attorneys guide their clients’ insurance decisions based on this prudent process.\n \nSteven is an expert in applying Prudent Investor guidelines to life insurance product selection/retention and portfolio management according to established and proven asset management doctrine.  He is guided by the Uniform Prudent Investor Act, FINRA Rule IM 2210, NY DFS Regulation 187 "Clients Best Interest" rule and lessons learned from the first adjudicated fiduciary lawsuit regarding Trust Owned Life Insurance AKA Cochran v. Key Bank.  \n \nContinuing Education Credit\n \n*CFP CE Under Review*\n \nContinuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. \n \n*Available to the first 15 members to register. Due to limited space, if you are unable to attend, please email Anna Jovel, Account Executive, at info@caepc.org.\n
SUMMARY:Free Webinar Viewing: The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process - Central Arizona Estate Planning Council 
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