September 2019 Dinner Meeting
Steven S. Zeiger, CEBS, TEP will be speaking on New York State Department of Financial Services Regulation 187: Suitability and Best Interests In Life Insurance And Annuity Transactions.
About the Speaker
Steven S. Zeiger CEBS, TEP specializes in applying Prudent Investor principles to life insurance product selection and management. Steven wrote about applying a “Prudent Process” in Trust & Estates Magazine: The Fiduciary Professions “A Shot Across the Bow”.
In addition, Steven has delivered dozens of presentations to attorneys, CFPs, CPAs, and RIAs on the management of life insurance according to established and proven asset management principles.
Steven is uniquely qualified to help estate planning professionals understand the ethical implications of the new meaning of clients’ “best interest” for life insurance. Steven is on the National Association of Estate Planners & Councils Speakers Bureau (NAEPC). Steven is a registered representative of M Holdings Securities and he lives in Chappaqua, New York.
Dinner options include:
1. Salmon Dijon (baked with a honey mustard glaze)
2. Veal Sinatra (veal scaloppini with mushrooms, artichoke hearts, and a brandy cream sauce)
3. Chicken Piccata (capers, white wine, lemon, and butter)
4. Eggplant Rollatine (vegetarian option - thin slices of eggplant filled with a blend of ricotta and parmigiano cheese, served with marinara sauce)
Served with soft drinks, coffee, tea, and dessert (cannolis and cookies)