The $3 Trillion Neglected Asset - New Standards for Managing Life Insurance

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Manage episode 176302128 series 1225492
By Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio streamed directly from their servers.
Barry Flagg, CLU, CHFC, CFP®, founder of Veralytic, will take a look at how life insurance has historically been sold and monitored. He will discuss how that fits into today’s standards required by the Uniform Prudent Investor ACT (UPIA) and court cases such as Cochran v. KeyBank. IU-122962 (1/17) (Exp. 1/19)

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