Loading…
Garrett Retreat 18 has ended
View analytic
Saturday, August 4 • 12:00pm - 1:15pm
Lunch & Learn with Sponsors - VERALYTIC RESEARCH Protecting Clients from Unscrupulous Life Insurance Industry Practices

Sign up or log in to save this to your schedule and see who's attending!

Feedback form is now closed.
Grab your lunch and head to one of two concurrent sessions hosted by Sponsors.
_____

This session by Ryan Insurance Strategy Consultants  is titled "VERALYTIC RESEARCH Protecting Clients from Unscrupulous Life Insurance Industry Practices ".

Program Overview:  
Veralytic may be the only realistic way to determine the reliability of new business proposals and inforce illustration of cash value life insurance products.  Widespread use of this tool by fiduciaries could revolutionize the industry.  The presentation will teach advisors how to analyze cash value life insurance using the same Prudent Investor principles widely used to analyze every other asset on clients’ balance sheets.

Learning Objectives:
  • Learn what FINRA Rule 2210 says about the inappropriate ways that cash value life insurance is analyzed.
  • See how the use of reports like Morningstar has led to the creation of Veralytic.
  • Understand the steps necessary to level the playing field, avoid confusing “illustration wars”, and impress clients and centers of influence with a unique, fiduciary-oriented and independent method to measure product competitiveness and illustration integrity.  

Speakers
avatar for John Ryan

John Ryan

Principal, Ryan Insurance
An independent insurance broker since 1978, John is a Certified Financial Planner®, NAPFA Resource Partner, Garrett Planning Network Silver Sponsor,  Financial Planning Association (FPA) member, FPA Strategic Partner and the owner of the Colorado-based insurance firm of Ryan Insurance... Read More →



Saturday August 4, 2018 12:00pm - 1:15pm
Interlocken CD
  • CE Hours Available: 1.5 NAPFA, 1.5 Specialized Knowledge CPE, 1.5 CFP® Certification

Attendees (39)