Life Insurance & Annuities Best Practices
Expansion of New York Regulation 187 to Affect Life Insurance Sales
Starting on February 1, 2020, New York licensed life insurance producers must meet a “best interest” standard when making recommendations to clients. While Big I New York proceeds with its legal action against this change, insurance agents must comply.
IMPORTANT RESOURCES.
Suitability Information Questionnaire
Term
Non-Term
Policy Features & Consequences
WATCH.
Two Minutes With Tim: NY Reg 187
Two Minutes With Tim: Best Interest Standard (NYS Reg 187)
GearUP! Webinar: Expansion of Reg 187
Still Need Help?
Our team is here to help. Whether it’s a quick clarification or a complex question, we’re just an email away.