“Consumer-First” Laws and Regulations are Coming for Financial Professionals – and That’s Good for Life Settlements

Sep 13, 2018

03:00 PM

TKP New York Conference Center

45mins

Panel

“Consumer-First” Laws and Regulations are Coming for Financial Professionals – and That’s Good for Life Settlements – Panel

  • Both financial advisors and insurance producers, and their firms, are facing a growing number of ”best interest” and “suitability” rules and laws
  • The role and obligations of insurance agents and financial advisors
  • How life settlements meet the best interests of clients
  • Review of proposed federal life settlement legislation
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