Overcoming Barriers to Life Insurance Sales

View this webinar on state and federal regulation efforts that will affect the sale of insurance products, and how the existence of these rules could even impact those who aren't directly under those rules.

Dick Weber, a well-known industry commentator and Insurance Fiduciary®, will discuss issues relating to today's most popular life insurance sales, the selling practices that can lead to complaints and lawsuits, and recommendations of how to both meet those rules and continue to thrive in your practice. Dick will address:

• What “suitability” and “best interest” means to the producer — and to the client — in the context of these new rules.
• Assessing what’s real and not real in the increasingly complex development of sophisticated life insurance policies, as well as the trend toward emphasizing life insurance policies providing tax-free retirement cash flow over that of “merely” death benefits.
• How to help the client sufficiently understand the risks — along with the opportunities of such products — to self-evaluate their reasonable risk tolerance relative to the expectations of the policy illustration.

Wednesday, December 8, 2021, 1 p.m. EDT

View the full webinar recording below.

Dick Weber has worked in the life insurance industry for 54 years — as a successful agent, home office executive, software developer, and a consultant to numerous life insurance carriers. He is a nationally known lecturer on the issues of meeting the needs of the client while addressing the interests of the producer.

Dick has more recently focused his attention on the financial planning community, providing tools and guidelines for becoming better aware of personal risk issues and the need to guide clients to work with qualified producers in the areas of life, disability, long-term care, and annuities.

InsuranceNewsNet Senior Editor John Hilton has covered business and other beats in more than 20 years of daily journalism. John may be reached at [email protected]. Follow him on Twitter @INNJohnH.