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Welcome to the Veralytic Library. Like most people, you have likely struggled with your duty to investigate the suitability of life insurance products. You have seen the increasing number of breach of fiduciary duty lawsuits and challenges citing the Uniform Prudent Investor Act (UPIA). Unfortunately, you have also had to contend with an absence of clear guidance and tools that would protect you from risk, document your compliance with Prudent Investor requirements, and objectively demonstrate the quality of the services that you provide your clients. Veralytic has compiled a list of industy resources that are both relevant and important in your quest for more information.

 

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