Webinars

Event 

Category:
Financial Advisor Webinar Series
Title:
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?
Presenter:
Barry Flagg
Company:
Veralytic Inc.
When:
07/13/12  4:00 PM EST
Slides:
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Replay:
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CE Credit:
CFP®
IMCA
Program Id:619753496
Event rating:
User rating
 
4.0 (73)

Description

Life insurance is obviously a key component of business continuation and estate planning for your clients. As important as it is, however, it’s often the most neglected asset on a balance sheet and in an estate.

At this webinar, we will discuss:
     •    How costs inside life insurance policies can vary by as much as 80%
     •    How good planning can be at the mercy of a bad product
     •    Measuring what clients are actually being charged
     •    Helping your clients in ways many insurance agent and brokers cannot

Presenter Barry Flagg is Founder and President of Veralytic, Inc. (formerly THEInsuranceAdvisor.COM), an independent life insurance research company based in Tampa, Florida.  Prior to that he was a Principal at Thomas Financial Group, a Life Insurance Products Analyst at Manufacturers Life Insurance Company, and an Investment Products Analyst at Deferred Benefits Corporation.  He holds CLU and ChFC designations, has been a featured speaker at national conferences, and has been published or featured in many financial publications.  
 

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.

Note: This webinar is eligible for CFP® and IMCA® CE credit. 

 

 

 

 




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Average user rating from: 73 user(s)

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Rating:
 
4.0
 
 

Not good

0 of 0 people found the following review helpful
I learned little in this CE. I hoped to learn how insurance companies wheedle clients out of money thru COI and other means. I learned nothing about this, though; the program was basically nothing more than an advertisement for the presenter's services. The services may be worthwhile, but this wasn't a worthwhile CE.
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1.0
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0 of 0 people found the following review helpful
Very informative. Glad to know a service like this exists.
Rating:
 
5.0
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jeffr618 Reviewed by jeffr618
July 13, 2012
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Last updated: July 13, 2012
 

0 of 0 people found the following review helpful
I thought it was very information and appreciated the fudicary implications.
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5.0
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dianej360 Reviewed by dianej360
July 13, 2012
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Last updated: July 13, 2012
 

0 of 0 people found the following review helpful
Have him back. He's trying to do something good for clients.
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5.0
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jakee206 Reviewed by jakee206
July 13, 2012
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Last updated: July 13, 2012
 

0 of 0 people found the following review helpful
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5.0
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aubreym858 Reviewed by aubreym858
July 13, 2012
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Last updated: July 13, 2012
 
 
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