Overview
New York's revised Regulation 187 significantly changed the standards by which life insurance producers must conduct their business practices. Are you be prepared to meet these requirements, including the "best interest of the consumer" standard that applies to all life insurance and annuity sales? This course provides a thorough explanation of New York's revised requirements, highlighting the many new responsibilities and obligations that apply to producers.
Find this course for your license
License or Certification
Regulator
Type
Learning Objectives
- Understand the purpose, scope, and intent of the revised Regulation 187
- Understand how the state defines the term "best interest"
- Identify the duties that producers and insurers have to ensure that a recommendation or a sales transaction—for both annuities and life insurance—meets the consumer's best interest and is suitable
Designed For:
New York life insurance and annuity producers
Course Information
Adding additional credit may change exam requirements.
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S2-31 - Framework