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



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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.

 



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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.


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