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Tuesday, February 27, 2024 @ 8:00 am PT

WP90X – Best Practices and Standards for Insurance Portfolio Due Care


Ryan Barradas

Vincent Brunoforte


As a valued professional advisor partner of WealthPoint, we invite you to an exclusive WP90X presentation on the importance of life insurance post-issue due care. Historically, the insurance industry has functioned primarily under a distribution model of doing business. In this model, there tends to be a void of post-acquisition service. Ironically, insurance vehicles change post-issue. The state of our economy, the financial markets, the timing of premium payments, the tax code and the insurance markets themselves directly affect the performance of policies on an ongoing basis. Unfortunately, when policies are reviewed, it is often with an eye toward churning the client into a new vehicle and deriving a new commission from the change and not an objective review.

Without diligent, annual care, there is little guarantee that the important policies will be there in the manner your clients hoped at the time that they need them. The greater the lapse of time between reviews, the more severe and costly the problems become. In contrast, what’s needed is a fiduciary review of your client’s existing insurance policies. A truly independent and objective review can provide much needed fiduciary liability relief along with strategic advice.

Following registration, you will receive a confirmation email containing information about joining the meeting. If you have any questions, please let us know. Please feel free to share this invite with other members of your firm if you think it would be valuable for them to attend.

Session Overview

Join Ryan Barradas and Vincent Brunoforte of WealthPoint for this 90-minute presentation as they discuss the types and importance of life insurance policy post-issue due care.

Learning Objectives

  • Understand the importance of insurance policy due care
  • Review the various types of post-issue policy due care, what to expect and when
    • Annual Policy Reviews
    • Comprehensive Market Study – Every five years
    • Life Insurance Exit Analysis – When making major modifications or surrender
  • Review the necessary components of an annual review – what should you expect?
  • Review a properly done comprehensive market study and a case study example
  • Exit Analysis – review the 10 types of policy remedy or exit options

CE Requirements

  • This program qualifies for one hour of NASBA CPE or CFP credit
    • Prerequisites: none
    • Advanced preparation: none
  • NASBA field of study is Specialized Knowledge
  • Delivery method: Group live presented online
  • There is no cost for this presentation or to obtain CPE credit
  • For more information regarding compliance or program cancellation policies, please contact Shelley Forman at (602) 559-5389
  • WealthPoint, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
  • Certificates for CPE/CFP credit will be provided within 30 days after the webinar

Best Practices and Standards for Insurance Portfolio Due Care

Tuesday, February 27 at 8:00 am Pacific Time

Zoom Video Conference

One (1) hour of NASBA* CPE or CFP credit will be offered (see below for more information)

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