Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
April 26, 2018 @ 2:30 pm – 4:00 pm
The Southern California Institute
3636 Nobel Dr #450
San Diego, CA 92122
Shelley Lightfoot
858 200-1911

Life Insurance Policy Audits – Are you Liable? Presented by Barry Waxler

Fiduciary level audits of life insurance policies are becoming a necessity, especially for trust owned life insurance.  While there are a variety of services available to “audit” insurance policies, most are predatory sales gimmicks that violate the fiduciary requirement.  Learn how to distinguish a predatory “audit” from a truly professional and non-biased product.  Gain a better understanding of the suitability process, the product selection process, and the importance of the advisor and client interface.  Find out how utilizing a certified audit process adds value to your practice, helps recruit and retain clients, and shield you from liability.