VU Lightning Learnings Schedule for February
The VU's February Lightning Learning series features three 20-minute sessions dedicated to Agency vs. Fiduciary Relationships Even if you can't participate in the live sessions, you will receive a link to the on-demand recordings and can listen to them at your leisure. Register once and attend:
February 12 – Current and "Best Interest" Standards for Annuities
It was assumed that the fiduciary standard that the DOL attempted was only relevant to plan advisors and registered reps. However, state insurance departments and the NAIC have been involved in an effort to establish "Best Interest" standard for annuities. This webinar will discuss the difference between the current suitability standard and a "Best Interest" standard and the implications for agents and registered reps.
February 26 - Helping Clients Avoid "Longevity Risk"
The biggest purchase most people will make is the "cost" of their retirement. Many independent agents cede this arena to local brokers because they have a misperception that it involves securities licensing to address this need. This is a strategic opportunity for agents to position their agency to be risk managers in this area for their clients.
And receive a recording for the session:
February 5 - The Current Fiduciary Environment
There is much confusion about who is a fiduciary in a client
relationship and what that standard entails. The Department of Labor's
multi-year effort of establishing fiduciary standards in certain
situations followed by the Securities and Exchange Commission initiative
has changed this environment. Independent agents that write D&O
coverage should be aware of the current fiduciary concerns.
All 3 sessions are $9.99 total for members. To register now, or for more info, please visit https://register.gotowebinar.com/register/8674268628748051713