The Investment Planning Knowledge Circle is hosting John Ryan and Barry D. Flagg. They will be co-presenting an adaptation of John's FPA Retreat 2018 presentation, New Best Practice Standards for Managing Life Insurance as an Asset. This called was originally scheduled for April.
Life Insurance is often integral to planning for its tax preferences, and is increasingly promoted/considered as an investment asset, but has been opaque and difficult to understand because it hasn’t conformed to Prudent Investor principles broadly understood for other assets. This training will show how to apply to life insurance the same universal decision-making framework already widely-accepted by clients’ other advisors for most every other asset on their balance sheets.
Learning objectives:
- Get more referrals from advisors familiar with the decision-making framework widely-used for other assets now also for the prudent selection and proper management of life insurance.
- Eliminate competition by differentiating from industry practices now considered “misleading”, “fundamentally inappropriate”, and unreliable by financial, insurance and banking industry authorities.
- Use R.A.T.E. can help advisors and clients alike determine and easily understand when to use which product for what client objectives?
John Ryan CFP® has been CEO of Ryan Insurance Strategy Consultants since 1978, specializing in life, disability income, and long-term care insurance planning. He is the group benefits administrator for several associations, including FPA and NAPFA. He helps financial advisers evaluate clients’ insurance plans to create competitive solutions. John is an FPA Strategic Partner, FPA Institutional Member, and NAPFA Resource Partner.
He has contributed to publications including AICPA Journal, Broker World, Consumer Reports, Financial Planning Magazine, Kiplinger’s, Medical Economics, Money Magazine, NAPFA Advisor, The Physicians Personal Advisory, Time Magazine. His lecture series includes: Recent Developments in the Disability Insurance Marketplace; LTC Insurance – Disability Insurance for Retirees; Life Insurance in the Estate Planning Process; Choosing the Right Life, Disability, or Long-Term Care Insurance Policy for You Clients; The Ten Most Common Mistakes in Life, Disability, and LTCI Planning; How to Evaluate and Existing Cash Value Life Insurance Policy.
Barry D. Flagg is the inventor and founder of Veralytic®,the only patented online publisher of life insurance pricing and performance research and product suitability ratings. Veralytic is the product of his unique background as both the youngest Certified Financial Planner (CFP®) in history schooled in the investment business, as well as a life insurance practitioner consistently ranked in the top 1% of the industry. He’s a recognized expert in applying Prudent Investor
principles to life insurance product selection and portfolio management and serves as subadvisor to thousands of life insurance trusts. Barry has written articles for numerous national publications and has delivered continuing education courses to attorneys, CFP®s, CPAs, and CTFAs on the management of life insurance as an asset according to established and
proven asset management principles.
If you are interested in joining the call please login with your first and last name as a guest to this screen share: https://fpa.adobeconnect.com/investmentplanning/
If you have any questions about this presentation or about FPA Connect please email Communities(at)OneFPA.org.