Everyone will soon be under a best interest standard.
Protect your business and your livelihood with a proven process that has you and your clients covered.
Click the “Register” button at the bottom of the screen to sign up.
ABOUT THE SEMINAR
Consistent with FINRA and SEC sales standards, the National Association of Insurance Commissioners (NAIC) has adopted revisions to its Suitability in Annuity Transactions Model Regulation in order to align the insurance marketplace with best interest standards.
Soon, all 50 states’ insurance departments and legislative bodies will be adopting this regulation to ensure that consumer’s best interests are held above advisor’s personal interest and that sales and recommendations are made only with consumers’ best interests in mind.
Advisors who are not prepared could risk not only their license, but their business and their livelihood.
Join host Kalem Mackey on Wednesday, February 24th at 3:00 pm EST to learn more about what a best interest standard means for you, your duties as an advisor and how to prepare for this legislation with a proven, best-interest process that satisfies this standard and demonstrates how your recommendation is in your client’s best interest.
In this seminar, Kalem will address your most pressing questions and concerns, including:
- What it means to be under a best interest standard
- What products you are able to sell
- How many companies you can sell with
- What you need to get proactive and avoid liability
You will leave this seminar understanding:
- The value of a proven process to demonstrate that you’re acting in your clients’ best interests
- Why simply following the Bucket Plan Best Interest Process satisfies the best interest standard
- How the concepts and tools within this process ensure that your clients needs and interests are holistically accounted for
Kalem Mackey, CFP®
Executive Vice President
Clarity Insurance Marketing | C2P Enterprises
ABOUT KALEM MACKEY
Kalem Mackey is the Executive Vice President at Clarity Insurance Marketing and has served as a financial advisor, insurance wholesaler and sales manager over the course of his 20-year career.
Kalem is Brian Mann’s partner and president of Elite Advisory Group, a wealth management firm located in Huntington Beach, Cal. Prior to joining Clarity Insurance Marketing, Kalem worked alongside Mann and played an integral role in building a wholesale insurance marketing organization and maintaining consistent production growth. Kalem is frequently called upon as a guest speaker to train advisors on how to master various financial planning strategies.
With extensive experience in sales management, Kalem helps advisors bring a personal and seamless experience to the sales process. He realizes the challenges families across the country face in meeting their financial aspirations and works to help advisors best serve their needs. He provides coaching and support, assisting them to deliver in-depth and comprehensive services to meet their clients’ unique goals.