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    May

    The Fiduciary Era for Life Insurance

    1 PM EDT

    The fiduciary era for life insurance began on February 1st, 2020, with the implementation of NYS DFS Reg 187. This Clients Best Interest Regulation was constitutionally affirmed on October 20th, 2022, by the NYS Court of Appeals. The CFP Board implemented its Fiduciary Standard related to life insurance on June 1st, 2020.

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      05/14/2027

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      05/14/2027

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      05/14/2027

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      11/14/2025

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      1.50 credit hours

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      05/14/2027

    1.50 total credit hours including

    • General

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      1.50 credit hours

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      12/31/2024

    1.50 total credit hours including

    • General

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      1.50 credit hours

      Available until:

      05/14/2027

    1.50 total credit hours including

    • General

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      1.50 credit hours

      Available until:

      05/14/2026

    1.50 total credit hours including

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      1.50 credit hours

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      05/14/2029

    1.50 total credit hours including

    • General

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      1.50 credit hours

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      05/14/2026

    1.50 total credit hours including

    • General

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      1.50 credit hours

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      05/14/2025

    1.50 total credit hours including

    • General

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      Applied for upon completion

      1.50 credit hours

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      05/14/2029

    1.50 total credit hours including

    • General

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      1.50 credit hours

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      05/14/2025

    1.50 total credit hours including

    • General

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      1.50 credit hours

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      06/30/2024

    1.50 total credit hours including

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      1.50 credit hours

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      05/14/2025

    1.50 total credit hours including

    • General

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      Applied for upon completion

      1.50 credit hours

      Available until:

      05/14/2026

    1.50 total credit hours including

    • General

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      Applied for

      1.50 credit hours

      Available until:

      05/14/2026

    1.50 total credit hours including

    • General

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      1.50 credit hours

      Available until:

      05/14/2027

    1.80 total credit hours including

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      1.80 credit hours

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      05/14/2025

    1.50 total credit hours including

    • General

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      1.50 credit hours

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      05/14/2027

    1.50 total credit hours including

    • General

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      Self apply

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      05/14/2026

    1.50 total credit hours including

    • General

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      Applied for upon completion

      1.50 credit hours

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      12/31/2027

    1.50 total credit hours including

    • General

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      Available for credit

      1.50 credit hours

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      05/14/2027

    1.80 total credit hours including

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      Reciprocity

      1.80 credit hours

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      05/14/2027

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      05/14/2029

    1.50 total credit hours including

    • Areas of Professional Practice

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      1.50 credit hours

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      05/14/2027

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

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      02/28/2025

    1.50 total credit hours including

    • General

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      1.50 credit hours

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      05/14/2027

    1.50 total credit hours including

    • General

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      1.50 credit hours

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      05/14/2027

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      1.80 credit hours

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      05/14/2028

    1.50 total credit hours including

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      1.50 credit hours

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      12/31/2024

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      05/14/2025

    1.50 total credit hours including

    • Substantive

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      05/14/2027

    1.50 total credit hours including

    • General

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      Applied for upon completion

      1.50 credit hours

      Available until:

      05/14/2027

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      05/14/2026

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      05/14/2026

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      05/14/2027

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      05/14/2027

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      12/31/2024

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      05/14/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      04/30/2025

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      05/14/2027

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      05/14/2027

    1.80 total credit hours including

    • General

      Status:

      Approved

      1.80 credit hours

      Available until:

      05/14/2027

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      10/31/2024

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    • Law & Legal Procedure

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      Approved

      1.50 credit hours

      Available until:

      05/14/2025

    1.80 total credit hours including

    • General

      Status:

      Applied for

      1.80 credit hours

      Available until:

      05/14/2027

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      05/14/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      05/14/2027

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    The NY Regulation and the Fiduciary Standard use fiduciary language- "care, skill, prudence, diligence of a prudent person" while evaluating "cost, performance and risk". Ethically, the regulation applies in every state, the Standard applies in every state.

    The ABA will seek 1.5 hours of CLE credit in 60-minute states, and 1.8 hours of CLE credit for this program in 50-minute states. Credit hours are estimated and are subject to each state's approval and credit rounding rules. Please visit www.americanbar.org/mcle for general information on CLE at the ABA.

    Scholarships

    Financial scholarship applications are available for this program. To request an application, please fill out the form here. For any questions about the process please email [email protected].

    Event Details

    Duration

    90

    Format

    Webinar

    Date

    May 15, 2024

    2024-05-15T13:00:00-04:00 2024-05-15T14:30:00-04:00 The Fiduciary Era for Life Insurance

    The fiduciary era for life insurance began on February 1st, 2020, with the implementation of NYS DFS Reg 187. This Clients Best Interest Regulation was constitutionally affirmed on October 20th, 2022, by the NYS Court of Appeals. The CFP Board implemented its Fiduciary Standard related to life insurance on June 1st, 2020.

    Speakers

    Steven Zeiger

    KB Financial – A One Digital Company

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