Avatar

Life Insurance In The Client’s Best Interests: Best Practices in Turbulent Times



Watch Now!
Recording and Slides are Available Here


Acting in Clients Best Interests. Life insurance products can uniquely protect families and businesses and the certainty that well-designed policies can bring in financially turbulent times are now more appreciated than ever. 2020 is also a time of regulatory change. New York’s Insurance Regulation 187 went into effect February 1, 2020, and created a watershed change for life insurance and annuity producers. It along with SEC Best Interests Regulations and fiduciary standards proposed by other states require life agents to re-think 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.

In his exclusive LISI Webinar, Larry Rybka will help you gain a clear understanding on the requirements of the Best Interests recommendations under Reg 187 and the SEC’s Regulation Best Interest. Here’s a short list of what Larry will cover in this fast-moving, content packed webinar:   

  • What are the “best interests” standards and what are the factors the go into the suitability question?
  • How can a producer meet compliance requirements and create a better dialogue on product tradeoffs with clients?
  • What the economic impact in response to the Coronavirus pandemic has on life insurance companies and their products.
  • Understanding the “Put” in carrier chargeback contractual provisions.
  • Learning how to keep consumers informed of the various features and favorable and unfavorable consequences with consistent deliverables.
  • How to demonstrate to clients that you prioritize their best interests by going beyond minimum required standards and create a customer experience that stands out in the marketplace.

 



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

Lawrence J. Rybka, JD, CFP® CHAIRMAN AND CHIEF EXECUTIVE OFFICER, VALMARK FINANCIAL GROUP
Larry J. Rybka joined Valmark in 1987 and became President and Chief Executive Officer twelve years later in 1999. In 2019, Larry became Chairman and Chief Executive Officer of Valmark. Under his leadership, the company has experienced revenue growth of 15 times. Larry’s tenure at Valmark has been marked by working with advisors in creating innovative solutions to better serve clients and proactively anticipating difficult regulatory challenges impacting how these services are delivered.

Larry’s industry leadership includes terms on the Boards of AALU, the MDRT Foundation and the University of Akron Foundation. He has also served as the Chair for various committees in the industry, including twice as the AALU Chair of the Regulatory Reform Committee and CFP Board of Examiners. His industry advocacy is also evidenced by testimony before legislative bodies and lobbying on behalf of advisors with FINRA, SEC and several state Insurance Commissioners.

Larry is a noted speaker and author and his articles have been published in numerous industry journals. Two of his articles were recognized with industry awards: the Journal of the American Society of CLU and ChFC’s Author Award as well as the CFP Board’s Article Award. He is also co-author of one of the CCH Tools and Techniques Books with Steven Leimberg.

Larry is credited locally with working alongside the University of Akron to create one of the first CFP programs within the Finance Department at the University of Akron’s College of Business. Over the years, Larry and Valmark have worked closely with the University of Akron to improve and grow the program. Valmark has been rewarded for that effort with 38 professionals joining Valmark’s internal team from the program.

Larry earned his Bachelor’s degree in Finance from the University of Akron, graduating with Honors, and his Juris Doctorate from Wake Forest University.


Avatar Avatar

Paul Hood Ed Morrow

October 28, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 1 - A Special Re-Broadcast

More Info
Avatar Avatar

Alan Gassman and Brandon Ketron

October 28, 2020 3:00PM ET - 4:30PM ET ET

DYNAMIC AND CREATIVE STRATEGIES FOR 2020 YEAR END PLANNING

More Info
Avatar

Bob Keebler

October 29, 2020 1:00 PM ET - 2:30 PM ET

MANAGING CAPITAL GAINS IN 2020 AND BEYOND - A Special Re-Broadcast

More Info
Avatar Avatar

Bob Keebler Jonathan Blattmachr

October 29, 2020 3:00PM ET - 4:30PM ET ET

Income Taxation of IDGT Sales and Promissory Notes During Life and After Death - A Special Re-Broadcast

More Info
Avatar Avatar

Steve Gorin Steve Trytten

October 29, 2020 3:00PM ET - 4:30PM ET

Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

October 30, 2020 3PM 4:30 pm ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar Avatar

Ed Slott, CPA/AEP and Bob Keebler CPA/PFS, MST, AEP

October 30, 2020 1:00PM ET - 2:30PM ET

Year-End Income Tax and Estate Tax Planning for the Mass Affluent

More Info
Avatar

Steve Gorin

October 30, 2020 11:00 AM ET - 12:30PM ET

Basis Step-Up Strategies in Light of Portability and Tax Law Changes Registration Includes INSTANT DELIVERY of “Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications,” a 2500+ page PDF

More Info
Avatar Avatar

Eric Naison-Phillips Scott Bowman

November 5, 2020 3:00PM ET - 4:30PM ET ET

Investor Control & the Private Placement Life Insurance Market: Truths, Half-Truths and Falsehoods

More Info
Avatar

Eli Akhavan

November 5, 2020 1:00PM ET - 2:30PM ET ET

Expatriation: The Exit Tax and Planning Opportunities, What the Sophisticated Advisor Must Know

More Info
Avatar Avatar

Paul Hood Ed Morrow

November 12, 2020 1:00PM ET - 2:30PM ET ET

The Intersection of Portability and Blended Families: No Man’s Land?

More Info
Avatar

Michael Geeraerts

November 13, 2020 3:00PM ET - 4:30PM ET ET

The Special Purpose Insurance LLC - What the Sophisticated Advisor Needs To Know!

More Info
Avatar

Rick Jaye

November 19, 2020 3:00PM ET - 4:30PM ET ET

ESOPs: What the Sophisticated Advisor Needs To Know

More Info
Avatar

Mark Merric

November 20, 2020 3:00PM ET - 4:30PM ET ET

Part 1: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Mark Merric

December 18, 2020 3:00PM ET - 4:30PM ET ET

Part 2: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Mark Merric

January 22, 2021 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric's Asset Protection Trilogy

More Info