Reg 187 and How it Affects Consumers & Advisors - #011
Description
What is Reg 187 and how does it affects consumers & advisors? Join Robert Stuchiner and Stephanie Alper-Lisias as they discuss New York’s newest amendment to Reg 187. On today’s show, we talk about how this will affect the client + broker relationship, how brokerages prepare to prepare advisors and businesses, and how Synergy will work with advisors and agency on Reg 187. Learn more about what options are accessible for your clients and how Synergy Life Brokerage can help you at www.SBKG.com
Show Notes:
00:00 Who is Robert Stuchner and Stephanie Alper-Lisi
00:31 What is Reg 187 and whats the market place saying
01:38 How this will affect the client + broker relationship
02:50 How Lincoln Financial will prepare advisors
03:11 Will other brokerages prepare advisors
03:51 How is this going to affect businesses
05:00 How will Synergy work with advisors and agency’s on Reg 187
06:22 How to contact Synergy Life Brokerage to learn more about achieving long-term sustainable advantages as a broker
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