Wednesday, August 08, 2012
Please listen in as Lee J. Slavutin, MD, CLU, notable author and principal of Stern Slavutin-2 Inc., an insurance and estate planning firm in New York, and Barry Flagg, CFP, CLU, ChFC, founder of Veralytic join Randy Zipse, JD, CPA, the Senior Counsel and VP of JH Advanced Markets Group to highlight crucial lessons and takeaways from recent cases regarding the choice of life insurance products and their suitability with trust-owned policies. Assessing all product types and the cost effectiveness of each are critical elements of the fiduciary process involved in determining suitability. The discussion also provides a reminder of the importance of disclosing both advantages and disadvantages when putting forth product recommendations.
To listen to the broadcast click here.