"Reg BI Roundtable: Servicing Beyond the Sale"

The SEC Reg BI is officially in full effect, so what does that mean for you?

Join our panel of experts and learn from their unique perspectives.

What You'll Learn

The highly anticipated day is here – the SEC’s Reg BI implementation date has passed, and your compliance is required. But this new set of rules and standards is nuanced and complex. What exactly does the rollout mean for you?

Whether you’re a carrier, distributor, broker-dealer, advisor, or fiduciary, the impact and implications of Reg BI will reach you. Right now, our industry has a unique opportunity to dignify the insurance planning market in new ways and elevate the profession. So we’ve assembled a panel of experts who will discuss the ways in which they’re seizing this opportunity as a chance to become even more client-centric than they’ve been before.

Join us for a practical discussion on Reg BI and the ongoing work we do as an industry to align our clients’ unique financial goals and objectives with suitable products to help them achieve the best possible outcomes. The session will be hosted by our Founder, Mike Pepe, and features the four panelists below. 

Watch the On-Demand Webinar

Who's Speaking?

Jon Mendelsohn
Ashar Group
Life Settlements & Policy Valuations
Trey Reynolds
Executive VP, Strategy & New Business Development
MIB Group, Inc.
Bradford Campbell
Faegre Drinker Biddle & Reath LLP
christie corado
SVP and Deputy General Counsel
Truist Insurance Holdings, Inc.