C3 Financial Partners

NEW Best Interest Rules for Life Insurance | Coffee with C3

Watch our latest Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information.

Barry D. Flagg, inventor and founder of Veralytic®, Inc., discussed the meaning of Client’s Best Interest according to New York’s highest court’s constitutional affirmation, which other states are now considering for life insurance, and how best-interest rules are different from regulations in other states.

If you have a specific question you would like to submit to inspire a future event or to request an invite for the next Coffee with C3, please email info@c3fp.com.

Veralytic, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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