STUDY GROUP- "Webinar: The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process"
Date: Tuesday, April 28, 2020
Time: 5:30pm - 6:30pm
Location: Your Own Home/Office
Speaker: Steven S. Zeiger, CEBS, TEP
Even in this time of uncertainty our regularly scheduled Study Group will go forward, albeit from the comfort and isolation of your homes. The information for viewing the webinar is:
Tuesday, April 28, 2020, at 5:30 PM.
The topic will be: The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals.”
1. The link and password for the webinar will be:
Link: https://vimeo.com/405958604
Password: NIT&*75J
2. At 6:30pm, anyone interested may use the following call-in information to join a discussion on the presentation:
Telephone number: 712.451.0000
ID number: 385 676 #
