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Ethical Edge Consulting
  • Home
  • Services
  • About
  • Insurance Fiduciary™
  • Thought Leadership
  • Presentations
  • Contact Us
(510) 868-8804
dick@InsuranceFiduciary.com
HomeThought LeadershipOf interest to Advisors
  • Are You in Good Hands?

    • May 22, 2019
    • Posted by: Dick-Weber
    • Category: Of interest to Advisors, Of interest to Consumers
    No Comments

    Dick’s recently published comments on the need for suitability and best interest standards for insurance producers coincides with New York Insurance Regulation 187 and the CFP Board’s update to its fiduciary standards. Read the full here.

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  • An interview with Dick Weber: “Everything Brokers and their Clients need to know about IUL and the new illustration regulations”

    • July 12, 2016
    • Posted by: Dick
    • Category: Of interest to Advisors
    No Comments

    Regulation?  WHAT regulation?! NAIC’s AG49 went into effect Sept. 1, 2015 for all Index UL policies sold on or after that date.  It’s a “guideline” – which means became effective without any further discussion once the NAIC’s Plenary voted for it.  For brokers, the impact is that policy illustrations may not be calculated with crediting

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  • Just Saying

    • May 5, 2016
    • Posted by: Dick
    • Category: Of interest to Advisors, Of interest to Consumers
    No Comments

    There is much to criticize about the heavy-handedness of DOL’s final regulations issued on April 6, 2016.  The core purpose of these rules is to change how advisors and agents get paid, effectively all but eliminating current commission models.  But I believe there IS a pony at the bottom of the pile under the Christmas

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Richard M. Weber, MBA, CLU, AEP (Distinguished)
The Ethical Edge, Inc.
25A Crescent Drive, Suite 415
Pleasant Hill, CA 94523
Email: dick@InsuranceFiduciary.com
Tel: 510.868.8804
Fax: 760.652.4008
Text: 510.735.7191

Ethical Edge Consulting
The Ethical Edge, Inc. provides professional life insurance assessment and management services to businesses, family offices, and financial advisors on behalf of their clients.

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Richard M. Weber, MBA, CLU, AEP (Distinguished)
The Ethical Edge, Inc.
25A Crescent Drive, Suite 415
Pleasant Hill, CA 94523
Email: dick@InsuranceFiduciary.com
Tel: 510.868.8804
Fax: 760.652.4008
Text: 510.735.7191

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