NEW YORK BEST INTEREST RULE FOR LIFE INSURANCE —
NEW RQUIREMENTS FOR LIFE INSURANCE PRODUCERS AND
ETHICAL CONSIDERATIONS FOR OTHER ESTATE PLANNERS
Barry D. Flagg is the inventor and founder of Veralytic®, the only patented online publisher of life insurance pricing and performance research and product suitability ratings. Veralytic is the product of his unique background as both the youngest Certified Financial Planner (CFP®) in history schooled in the investment business, as well as a life insurance practitioner consistently ranked in the top 1% of the industry. He’s a recognized expert in applying Prudent Investor principles to life insurance product selection and portfolio management and serves as subadvisor to thousands of life insurance trusts. Barry has written articles for numerous national publications and has delivered continuing education courses to attorneys, CFP®s, CPAs, and CTFAs on the management of life insurance as an asset according to established and proven asset management principles.
Barry’s speaking and writing includes addressing the national conferences of the AICPA Personal Financial Planners (PFP), Ernst & Young Annual Family Office Accounting & Tax Education, Fi360, Financial Planning Association (FPA), Grant Thornton, Holland & Knight, HSBC Bank/WTAS, Notre Dame Tax Institute, the Academy of Financial Services (AFS), and many of the largest independent distributors of life insurance in the U.S. He has also been published by the ABA, AICPA, CCH,Fiduciary & Investment Risk Management Association (FIRMA) and Trust & Estates, cited by ALI/ABA reference text, guest lectured at Leadership Bootcamp for Life Insurance Stewards at West Point, Stetson Law, Texas Tech University and the Wall Street Academy, and appeared on national internet radio shows for a number of the largest insurers in the U.S.
Barry is also a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Cum Laude graduate of the W. Paul Stillman School of Business at Seton Hall University. Barry has been on the CFP Board’s Disciplinary and Ethics Commission, an adjunct faculty member of the College for Financial Planning, recognized in Who’s Who in Finance and Industry and Outstanding Young Man of America, and is a member of the Society of Financial Service Professionals (SFSP), the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), the Million Dollar Round Table (MDRT), and the Beta Gamma Sigma National Scholastic Honor Society.
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