Family Legacy


The Fiduciary Era For Life Insurance – Bringing Transparency To Life Insurance

SPEAKER: Steven S. Zeiger, CEBS, TEP is Managing Director of Wealth Management at KB Financial. He helps Family Offices, CPAs, attorneys and wealth managers guide their clients’ insurance decisions based on a fiduciary approach based on a patented prudent process. He has spoken and written extensively about the ethical obligations and business opportunities created by the new fiduciary era for life insurance.

Please join us to learn more about these exciting developments and how they can benefit families and their advisors.

Life insurance is a key and valuable part of estate planning – the tax benefits, stability and certainty of life insurance are hard to beat. However, for most clients and advisors, understanding how life insurance works and comparing life insurance products is very frustrating.

Two important developments are likely to change that for good – and for the client’s and their advisors benefit:

1 – NY State recently amended its financial services regulations to specifically require that all life insurance transactions be conducted in the “CLIENTS BEST INTEREST”, with language similar to other fiduciary regulations.

2 – Exciting new Independent Pricing and Performance Research for life insurance now makes it possible to compare the pros and cons of insurance policies and companies versus patented benchmarks – we like to call this the “Morningstar for Life Insurance.”

September 17, 2020
4:00 PM EDT – 5:00 PM EDT
Please complete the form below to register for this webinar.

    The Family Legacy helps families build a sustainable legacy of wealth and values.

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    09/17/2020 4:00 PM
    New York, NY 10065
    09/17/2020 5:00 PM
    The Fiduciary Era For Life Insurance, Bringing Transparency To Life Insurance
    New York, NY 10065

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    Meeting ID: 874 3234 6702
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