Reg 60

Regulation 60 requires life insurance agents in New York State to make a full disclosure to clients when moving them from one insurance product or company to another. It was designed to make sure such moves are in the best interest of the client. This week, two experts at the company where I am working spoke to field agents about “Reg 60.” Unfortunately, as presentations go, it was everything I tell my students not to do: Power Point karaoke, dense images of insurance forms, and a speaking style that made me imagine shooting myself à la Bud Cort in Harold … Continue reading Reg 60